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.

    • Related Articles

    • Move Existing Encounters to a New Insurance/Self-Pay Profile

      When a new Insurance or Self-Pay Profile is added, you may need to move some of the existing Encounters to the new Profile. This most often occurs when a claim is denied for not being covered, and a new Insurance Profile needs to be added and ...
    • Send Encounters to Pre-Collections/Collections

      Make a Pre-Collections List Before you Make a new list, make sure that all Set Actions have been applied. If you make a new list and select clear the current list, you will delete all Set Actions that have not been applied. The purpose of a new list ...
    • Create an Insurance Receipt

      Payment Posting can be accessed from several places using one receipt to post an entire check amount to multiple Encounters. Create an Insurance Receipt Create the Receipt using one of the following methods: Type 'nr' in the Navigation Box or Select ...
    • Resubmit a Partial Claim

      Partial Resubmission Resubmit only some lines on a claim (partial resubmission). Go to the Encounter Dashboard. click Modify. In the Procedure panel, select the Charge Line number link. Choose a Submit Status from the dropdown list: If resubmitting ...
    • Insurance Management

      Insurance Management is used to manage a Patient's Insurance Profiles. The Primary, Secondary, and Tertiary Insurances are on one Insurance Profile. When the Insurance changes, a new Insurance Profile should be created. Insurance Management Insurance ...