Manage Your Organization's Insurance Billing Settings

Billing Guide
Manage Your Organization's Insurance Billing Settings image
Last updated: August 15, 2024
EMR Billing
Ambiki provides settings for your Organization to control certain aspects of the Insurance Billing process. One of these settings is controlling when electronic claims are created and submitted to a configured insurance company. Let's look at how to access these settings.

  • To access your Organization's settings, click the top left Organization menu.
 
  • In the Organization menu, click EMR settings on the left hand side.
  • Scroll down to the Insurance billing section.

You'll see the Electronic insurance claim submission setting here. Let's go over the options available.

The first option is to submit the electronic claim (EDI 837P) immediately upon the therapist signing the documentation (Visit Note or Evaluation).
Submit electronic claim immediately after therapist signs documentation.


The second option is to add a time delay after the therapist signs the documentation before each electronic claim is submitted. Options range from 12 hours to 72 hours. This gives an opportunity for your organization's teammates to correct mistakes before the claim is submitted.
Add a time delay before each electronic claim is submitted.

The third option requires a permitted user to click Submit claim file for each session. 

.Admin manually submits each electronic claim.



Additionally, you can check or uncheck the following settings in the screenshot below: