Apex: Group All Appointments into a Single Claim

 Permissions: You must have Billing Permissions.

Only Organizations who are using Assisted Claims with Apex Clearinghouse can group or ungroup Appointments on a Claim Submission. 

NOTE: You cannot group Appointments into a single Claim in Batch Invoicing. You must go to each Invoice to group into a single Claim.

Group Appointments into a Single Claim

The Invoice must already be created with multiple dates of service. This is a per Invoice setting.

1. Locate Client and open Client Profile.
2. Click Ledger in side menu. 
3. Click Select an Action button and select View Details.
4. At top, select Group All Appointments into a Single Claim checkbox.
5. Click Save button OR click the down arrow and select Save & Add to Claims Awaiting Submission.