Bill Insurance For a Session

Billing Guide
Bill Insurance For a Session image
Last updated: February 26, 2024
EMR Billing

How Do I Bill Insurance For a Session?

Note: If insurance is billed outside of Ambiki, please do not follow these instructions. Instead, please follow the instructions in the FAQ here: Ambiki Help - How to Bill Private Pay Only, Insurance Pay...


If insurance is billed through Ambiki:

  • Create a treatment report by signing your documentation and completing the billing details under Actions->Billing 

  • Once the report is created, while you have the treatment report open, click 'Actions' in the top right hand corner and click 'Invoice Treatment'. Note that if you have an insurance automation set, this step may be completed for you automatically by Ambiki. 


'Invoice Treatment' from the Treatment report








  • Then click 'Invoice Actions' -> 'Create Electronic Claim' 


Create electronic claim







  • Then click 'Invoice Actions' again and then click 'Submit Claim File' 


Submit Claim File








  • If you refresh the page, the top of the claim should now say 'Submitted'.

Successfully submitted claim







  • You'll be able to track where they are in the process from 'Treatment Reports'
 



Payment status