Cloning an existing claim can significantly reduce the amount of time it takes to file claims for patients/clients that you have seen before.
Below are instructions for cloning claims inside the Reimbursify Practice Portal.
Find the claim that you would like to clone. (You can do this by navigating to either the "Claims" or the "Patients" section of the Practice Portal, and searching by the name of the patient/client.)
Click on the "FIle a Claim" icon next to the claim that you would like to clone.
Select "Clone their most recent claim" and check the box indicating that you have permission to file claims on behalf of this patient/client. Click the Submit button.
After you click the Submit button you will be taken to the Courtesy Claim Filing form, where all of the patient's personal and insurance details will be pre-filled. The visit details (practitioner, diagnosis code(s), treatment code(s) and fee(s) will also be pre-filled, based on the most recent appointment for that patient. You only need to input the Date of Service in order to file the claim. (NOTE: You can also modify the visit details prior to submitting the form.)
