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Problem: No transactions found to bill (when you actually have claims to bill)
 

Solution:

There can be a couple different reasons why this message could occur.  Try the following:

#1 - Check insurance coverage

  1. Bring up the patient you are trying to bill, and click on the Insurance/Dates tab.
     

  2. Make sure the insurance you are trying to bill is not archived.
     

  3. Make a note of the exact spelling of the insurance company you are trying to bill.
     

  4. Go to Lists, Insurance and Medigap Companies.
     

  5. Double-click on that insurance with that exact spelling.  (NOTE: If you have more than one insurance company with that exact same spelling, you will have to check each one.)
     

  6. If you are trying to bill electronically, make sure that Fee for Service and Electronic are selected.  Also make sure the correct submitter is listed.

    If you are trying to bill on paper, make sure that Fee for Service and HCFA are selected.

#2 - Check the patient's information

  1. Go back to the patient.  Make sure you are at the Patient Detail tab.

  2. Make sure the Bill Patient Only checkbox is not checked.

#3 - Check the transactions

  1. Click on the patient's transactions tab.

  2. Highlight one of the transactions you are trying to bill.

  3. Try the following:

    a) Look the transaction line that is highlighted, and make sure the Carrier is the name of the Insurance Company you are trying to bill.  If it isn't, click on the I button, click Change Insurance, and choose Primary.

    b) Look down below the transaction line until you see a checkmark next to Exclude from Insurance Billing.  Make sure that is not checked.  If it is, uncheck it and hit Save.

    c) Look at the bottom right hand corner of the transaction card until you see Date Billed.  Date Billed should be blank.  If it isn't, follow the instructions to reset a reset a transaction so that this transaction can be billed.




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