Set Up Claim Settings: Other

Set up your claim settings to determine how you invoice clients with insurance.

When Claim Payment is Posted:

• Do Nothing: PracticeQ will not perform any automated invoice action.
• Create Invoice and Do Not Send: PracticeQ will create a new invoice reflecting the insurance payment but will not send it to the client. This is typically recommended when clients are on auto-pay plans.
• Create Invoice and Send: PracticeQ will create a new invoice reflecting the insurance payment and send it to the client.

When Claim Payment is Posted, and Invoice already exists:

• Do Nothing: PracticeQ will not perform any automated invoice action.
• Create Invoice and Do Not Send: PracticeQ will create an updated invoice reflecting the insurance payment but will not send it to the client. This is typically recommended when clients are on auto-pay plans.
• Create Invoice and Send: PracticeQ will create an updated invoice reflecting the insurance payment and send it to the client.

Notes about Invoices: 

• A paid invoice cannot be opened by the client.
• If there is an overpayment on an account, you must apply the credit manually in PracticeQ.

Auto-update client payment type if claim is submitted:

• When activated, this setting will automatically change a client's Billing Type from Self Pay or Unknown to Insurance when a claim is submitted on their behalf.