Reinvoicing a Treatment Report

There may be situations where a patient's insurance plans change after a session has occurred. If this happens to you, please follow these steps to update the invoice or invoices for a session. In each situation ensure the patient's payment methods are as accurate as possible before proceeding. Please check that each insurance payment method which should be invoiced for the treatment has start and end date ranges that cover the treatment date of service and the billing order is correct. Only payment methods with start and end dates covering the date of service will be available for reinvoicing selection.

Note: When reinvoicing sessions in the recent past, the patient's current payment method billing order may appear to affect the historical billing order. Ambiki takes this into account and when reinvoicing will update the payment method billing order to count the available payment methods for the date of service. Let's look at an example:

e.g. Date of Service June 1, 2024. This date of service hasn't yet been invoiced to Insurance payment method C and you'd like to reinvoice to collect payment for a covered service. 

When reinvoicing this treatment, it will update the invoice for Insurance payment method A to be a multi-payer claim, billing order 1 (no change) and will create a new invoice for Insurance payment method C to be a multi-payer claim, billing order 2. Insurance payment method B has a start date after the date of service, so it will not be invoiced and it is not taken into consideration when updating the new billing order.

No claims have been submitted
If you have a session where no electronic claims have yet been submitted, there will be an option on the Treatment Report Actions menu to Reload. Clicking Reload will remove all current invoices and generate new invoices for the payment methods on file for this patient. Before selecting Reload, ensure the patient's payment methods are accurate.

Claims have been submitted and paid.
In order to begin the reinvoice process, at least one insurance invoice has to either be:

When either of these are true, the Treatment Report Actions menu will have the Reinvoice treatment option available. Select Reinvoice treatment and you'll then be able to select the payment methods capable of being reinvoiced. Select every payment method that needs to be invoiced, even those which already have been invoiced.

Ambiki will follow this logic when reinvoicing.

All invoices are marked as Reinvoiced, which is displayed in the treatment report invoice list.

Once you have completed the reinvoice process, you may check the claim file for consistency and can submit the new claim or claims to the proper insurance payers.