How to Activate or Deactivate Integrated Billing for a Specific Insurance

This guide is essential for effectively managing integrated billing with Claim.MD for specific insurance plans, allowing you to activate or deactivate this feature as needed. It simplifies understanding the current billing status and provides clear steps for making quick adjustments. By following this procedure, you can optimize insurance management and ensure billing is handled according to your requirements.

1. In Billing integration enabled, you will be able to see whether that insurance is active for billing or not.

2. To activate an insurance:

Click on the 3 dots to the right of the insurance
Select the option "Enable Billing Integration"

The insurance policies that are activated will be sent to ClaimMD through the integration every time billing is run in the agency.

3. To deactivate an insurance:

Click on the three dots on the right of the insurance
Select the option "Disable Billing Integration"

Insurances that are not activated will be billed locally, and you can use the billing report as a reference to manually enter the information for those insurances.