Undoing & Re-billing
How to undo billed status and re-bill after partial payments
Undoing Billed Status
To quickly toggle the state of a date's billing code between logged and billed, double-click the date.
If the date has multiple billing codes and you only want to undo one, you can:
- Click the billed (blue) day
- Hover over a visit in the detail panel
- Select the undo button that appears
- The item reverts to a logged status (white with blue border)
Finding Items to Re-bill
When there are items that need re-billing — either from a rejected claim or a payment correction — a purple "Re-bills" button appears in the calendar toolbar.
- Click the purple "Re-bills" button
- Browse the list of re-bill items, grouped by month
- Click any entry to navigate directly to that day on the calendar
The count on the button updates automatically as you re-bill items. When all items are handled, the button disappears.
Re-billing
Re-bill items appear purple on the calendar — treat them just like a logged item that needs to be billed. They can come from two scenarios:
- Rejected claims — The Remittance team marks a billed item for re-billing when the insurance company rejects the claim entirely
- Payment corrections — The Remittance team adjusts a payment, creating a re-bill item for the remaining unpaid units
In both cases:
- Click the day with the purple (re-bill) item
- Review the units in the detail panel
- Submit the new claim to the payer
- Mark the re-bill item as billed (blue), the same way you would any logged item
Bulk Undo
Select multiple billed days and use the quick action popover's "Undo Billed" button to revert them all at once. Only billed days in your selection will be affected.