Claims is where you create, track, and manage insurance claims for sessions you've billed to a payer. Claims use standard CPT procedure codes and ICD-10 diagnosis codes.
Insurance claims are available on Solo and above.
What's on the page
- A list of claims with client, date of service, payer, and status.
- Status filters: draft, submitted, accepted, denied, paid.
- Search by client, claim number, or payer.
Statuses
- Draft. Being prepared, not yet submitted.
- Submitted. Sent to the payer.
- Accepted. Approved.
- Denied. Rejected, can be corrected and resubmitted.
- Paid. Reimbursement received.
Submission
For US practices, claims can be submitted electronically as 837P EDI claims through Stillpoint's EDI integration when the integration is enabled for your practice. Practices outside the US can still create and track claims; submission may need to happen through your payer's portal until additional integrations are added.
Day-to-day
- Click a claim to see its codes, dates, and status history.
- Use New Claim to create a claim from a session. See Create a Claim.
- Update the status as you receive responses from the payer.
- Record reimbursement when payment arrives.
Tips
- Create claims promptly after sessions to stay inside payer filing windows.
- Double-check CPT and ICD-10 codes before submitting; bad codes are the leading cause of denials. See CPT & ICD-10 Codes.
- Keep client insurance details current; eligibility surprises are easier to catch ahead of time. See Insurance Payers.