Overview

In the dynamic world of practice management, accurate billing is essential. Mistakes or adjustments can happen, and knowing how to revert billing efficiently in the Measure PM platform can save time and reduce errors. This guide provides clear, step-by-step instructions to help you confidently manage billing reversions. 


Note: This process applies only to transactions that have been billed but not yet paid by insurance. 


Here's a video that may help you --> How to Revert Billing


Step-by-Step Instructions:

  1. Navigate to the Manage Claims Section:

    • Begin by going to the Manage Claims section in the Measure PM platform.

  2. Retrieve Old Claims:

    • Select the Retrieve Old Claims option.
    • Use filters to narrow down the claims:
      • Dates: Specify the date range.
      • Funding Source: Choose the relevant funding source.
      • Client: Identify the specific client.
    • Click Search to display the filtered results.

  3. View Transactions for Desired Claims:

    • Select the claim(s) you wish to adjust.
    • Click Action and select View Transaction. This will display transaction details.

  4. Rebill the Claim(s):

    • From the transaction view, choose the specific claim(s) to rebill.
    • Click Action and then select Rebill.

  5. Process New Appointments:

    • After rebilling, proceed to Process New Appointments.
    • Select the desired claims for further processing.

  6. Revert to Scheduler:

    • Click Action and choose Revert to Scheduler. This step moves the claim(s) back to the scheduler, allowing for necessary updates or corrections.

  7. Rebill or Create New Claims:

    • After reverting to the scheduler, complete the process by either rebilling the claim(s) or creating new claims as required.