Bulk session confirmation allows group practice admins to bill multiple sessions at once, rather than individually confirming and billing each session one by one.
How to confirm multiple sessions at once
To confirm multiple sessions at once:
- Log into the provider portal as an admin
- Navigate to the Billing tab in the Admin portal
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Select a day using the calendar date-picker
Note: Days with unconfirmed sessions will be marked with a black dot under the date.
Once a date is selected, providers with unconfirmed sessions will be listed first, and all other providers will be listed in alphabetical order.
Within each provider's Sessions list, the sessions are sorted chronologically.
To confirm sessions already populated in the Headway calendar:
- Select Confirm scheduled sessions for a given provider
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Session details will pre-fill based on the most recent session, and any fields that need to be filled out will be highlighted in yellow
- Please note: We are required by insurance carrier requirements to re-collect prescription in formation for each appointment (i.e. the Prescriptions field cannot be pre-filled).
- If there are no pre-fillable session details, use the Edit button to input all of the required session details
- To upload progress notes, click Edit and scroll to the relevant section.
To populate sessions not on the calendar:
- Click Bill new sessions
- Select the date, provider, and client(s) to bill
- Click Add and confirm sessions
- Fill out any fields highlighted in yellow
- Complete the applicable attestations
Once submitted, Headway will automatically review sessions for coding and/or billing errors or inconsistencies. Headway will file claims and schedule payments for all submitted sessions. These sessions will continue to be recorded as separate, individual sessions on the Headway calendar and Payments pages.