Rebill or Resubmit Multiple Encounters to Insurance

Rebill or Resubmit Multiple Encounters to Insurance


Change the Insurance Profile and Rebill

On the Insurance Management screen, there is a Change Profile & Rebill option that allows multiple Encounters to be Rebilled to the Payer in one step.


  1. On the Insurance Management Screen, select the Encounters number to highlight the Insurance Profile that contains the Encounters that you want to Rebill.



  1. In the Highlighted Profile Information & Encounters panel, choose the individual Encounters that should be Rebilled or use the checkbox in the columns' title bar to Select All.
  2. Rebill Only: Select to Rebill when you are not changing the Insurance Profile, or
  3. Change Profile/Rebill: Use if you are moving the Encounters to a new Insurance Profile.



Change Profile/Rebill

  1. Transfer Balance From Patient To or To New Profile: Select the Insurance Profile where you want the Encounters moved.
  2. The option to Rebill is checked by default. Uncheck if you want to move the Encounter(s) but do not want to rebill.
  3. Note: If a Note is added, there is an option to Save as Billing Note to show in the Notes panel on the Encounter Dashboard.
  4. Click Save [F2].



All Encounters that were checked to Rebill, will auto-status to Ready for Submission/Resubmission.

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