Occasionally, a situation may require you to hold an appointment that wasn't proactively scheduled and added to your Appointment dashboard in your provider portal. To ensure the session's information is logged and you can invoice the time spent with the client, you can submit a claim for an "unlisted" appointment.
Before you begin
🗓️ Deadlines: Invoices for past unlisted appointments must be created and submitted within two weeks of the service date. This policy ensures clients are billed promptly and are not subject to unexpected charges.
❌ Expired Appointments: Please refrain from using the unlisted appointments feature to generate invoices for expired appointments. If you submit an invoice with incorrect date(s) of service, our claim edits department will need to void the current claim and resubmit it with the correct date. This complex and cumbersome process delays payouts and affects timely client billing.
🛠️ Technical Issues: If you are facing unusual circumstances, such as an emergency or a technical error that caused your invoices to expire, please contact the Support Team using the help widget in your portal. An agent will help you resolve the issue.
Create an invoice
To create an invoice for an unlisted (e.g., emergency) appointment:
Navigate to Appointments via the sidebar navigation.
Select Add > Create an Invoice in the top-right.
In the dropdown menu, search or scroll down and select the 'Submit a claim for an unlisted appointment' option.
Fill out all the necessary information, including the client, date, and appointment notes, and Submit the invoice.