Sometimes a counselor will request full payment for a session from a client who has insurance coverage (as preference, or because the counselor is not empaneled with the payer), and then file a claim on behalf of the client. When doing so, you must indicate to the insurance company that you have already been paid and that any remittance should be sent directly to the client. You can set a client's insurance details to default to all claims as assigned to the client, or you can adjust an individual claim manually.
Note: The alternative to submitting claims as an out of network provider is allowing the client to seek reimbursement themselves by providing a superbill.
How to set a client's insurance info to default to sending remittance to the client:
1. Select the Clients icon, and then click on the desired client’s name from the Active clients list.
2. Select the Insurance tab.
3. Click the Add New button if entering the client's insurance info for the first time, or click the "edit" link to update existing details.
4. Under the Other CMS 1500 Fields area, change the 27. Accept Assignment setting to NO.
5. Click Save.
How to MANUALLY change the assignment so the client will receive remittance:
Note: For instructions on creating a claim, click here.
1. Prior to saving the claim as complete, go to the bottom section, under Provider Details, and change the box 27. Accept Assignment setting to NO.
2. Click Save Complete to finish now, or click Save Draft to come back and complete the form later.
