Bulk session confirmation for group practices

Updated

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:

  1. Log into the provider portal as an admin
  2. Navigate to the Billing tab in the Admin portal
  3. Select a day using the calendar date-picker

    Note: Days with unconfirmed sessions will be marked with a black dot under the date.


To confirm sessions already populated in the Headway calendar:

  1. Select Confirm scheduled sessions for a given provider
  2. 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

  3. If there are no pre-fillable session details, use the Edit button to input all of the required session details


To populate sessions not on the calendar:

  1. Click Bill new sessions

  2. Select the date, provider, and client(s) to bill
  3. Click Add and confirm sessions
  4. Fill out any fields highlighted in yellow
  5. 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.

Articles in this section