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.
- On the Insurance Management Screen, select the Encounters number to highlight the Insurance Profile that contains the Encounters that you want to Rebill.
- 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.
- Rebill Only: Select to Rebill when you are not changing the Insurance Profile, or
- Change Profile/Rebill: Use if you are moving the Encounters to a new Insurance Profile.
Change Profile/Rebill
- Transfer Balance From Patient To or To New Profile: Select the Insurance Profile where you want the Encounters moved.
- The option to Rebill is checked by default. Uncheck if you want to move the Encounter(s) but do not want to rebill.
- 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.
- Click Save [F2].
All Encounters that were checked to Rebill, will auto-status to Ready for Submission/Resubmission.