Ability to manually mark a claim as submitted

I have contracts with other companies where I submit claims directly to them and not through TheraNest (I know that is not your issue) but I use TheraNest to create the invoices and store them in Awaiting Submission; which I like, as it helps me to not forget to process them. I would like the opportunity to move those claims through the claims processing process manually from Awaiting Submission to Submitted to Accepted to Paid/Processed. The reason being is it will also allow me to perform a manual insurance payment on those claims when the checks come in. I imagine that placing the options in the drop down in "Actions" under "Awaiting Submission" for those manual claims would be helpful to fully utilize the manual insurance payment feature. OBTW I love the background feature.

Yes PLEASE. This would make all the EAP and workman comp claims so much easier to track!!

This feature works already when shutting the production mode off, and waiting a few minutes, 'submit' the claims, wait a few minutes, then turn the production mode back on again

Need this

Can't ask this enough - it would be a game changer for us in tracking our manually submitted claims.

With our previous EMR, we were able to indicate on an Organizational level that we submitted claims externally; in other words, did not use the EMR's claim processing feature. So when a progress note was signed, the claim was automatically marked Pending External Submission. This gave us the ability to scrub the claim and manually mark it Externally Submitted. I feel like this would be helpful both for providers who were enrolled with the TheraNest claim processing feature, and those of us who use billing companies or cannot use the feature for other reasons.

With our previous EMR, we were able to indicate on an Organizational level that we submitted claims externally (did not use the EMR's claim processing feature). So when a progress note was signed, the claim was automatically marked Pending External Submission. This gave us the ability to scrub the claim and manually mark it Externally Submitted. I feel like this would be helpful for both providers who were enrolled in the TheraNest claim processing and those of us who use billing companies or cannot use the feature for other reasons.

Currently I have to submit claims to three separate portals outside of TN. I like the suggestion below to simply add a dropdown option "submitted manually" or such to update the invoice. This would reduce the amount of time I spent checking my notes to verify my actions taken.

Some of our clients are billed through a contract, which we submit via a printed and faxed CMS 1500 form (created by a Theranest invoice). These claims remain forever in the "Awaiting Submission" status. If I select "Submitted" it actually submits to the CCO directly, which duplicates the billing. I would like to be able to manually change the status from "Awaiting Submission" to "Submitted" and then to "Paid" (when we receive the payment) for invoices created, but NOT sent, through Theranest.

First let me clarify why this is a good idea. We deal with 6 different EAP programs that do not accept electronic claims nor do they require a CMS 1500 form. So what currently happens is that when we do batch statements, invoicing and then submit. We spend extra man hours having to research WHY the claims were not accepted only to find out that the client is a EAP paper submission. This for us is now racking up into actual time spent 30-60 minutes each week. Thus if there was a way to separate the clients from the electronic process, either in the setup of the client or some way to exclude certain billing codes (we create separate billing codes for the EAP paper forms) when doing the batch invoicing this would help. Also with clients such as these having limited numbers of appointments. Not allowing new appointments to be made once the PREAUTHORIZED number have been reached unless an administrator overrides this. As we have had several clients... sneak a last go around that we now must fight about collections which creates a bad environment.

It would be great if we have to send a paper claim that we can mark it sent and so on the same way that happens for electronic claims - a lot of time wasted having to always open and check the notes to be sure it was sent or when it was sent

Yes, and in addition add an open text field for comments. Sometimes we hold off on processing a claim for some reason, but there is not a way currently to add notes to remind us why and most likely we will forget. The ability to add some quick comments on unique claims would be helpful. Our old Excel-based claims tracker allowed for this and it was very helpful to track, stay on top of and manage special claims.

Yes, I agree this would be a good feature to add. In addition, add a comments and/or date field so the person who submitted it manually could input a little more information (ex. Submitted by mail on 9/11/18", or "billed directly on [ins co] website on [date].

When you print a 1500 fom - a dropdowncould give you the option so say "submitted paper claim" so I can track when and if I get paid from the same place as with electronic submissions.

Would be nice to have a way to mark a claim as sent - without sending them - When a paper claim needs to be sent - I need a way to mark it sent so it doesn't keep showing up on my list as not sent - then I have to continually in to the notes I entered to verify I sent it.

Allow manual entry of Billed and Submitted for Clients that do not bill through Theranest. Also allow importing of reports from billing companies for automated processing of payments.

I agree. I'm at the end of my third month with TheraNest and have accidentally submitted many claims that should not be submitted. It's very hard to tell which claims were intentionally and which were unintentionally submitted. What a pain it is to get that straightened out with the insurer!

I have a batch of claims that need to not be submitted. For many different reasons the invoice had been recreated, switching claims from the old system, are part of an EAP program, have to mail in, etc. So something to red flag these claims, or to manually mark as submitted or a do not submit.

Right now, there is no way to track the paper/fax claims that we have to send. An option with "MAILED/FAXED" would be great!