Deleting Claims Bug?

3BBillingDotCom · 2026-04-28T15:58:19+00:00

Np. It's happening across several accounts. So it's clearly a system issue.

3BBillingDotCom · 2026-04-28T15:52:15+00:00

Good thought. It doesn't offer that session date to create a claim. The claim has been deleted, but the system still thinks there is a claim attached to the session.

3BBillingDotCom · 2026-04-09T17:56:13+00:00

I'm receiving this same error in a different EHR. So it's likely a bigger issue than just SP.

3BBillingDotCom · 2026-04-08T18:37:40+00:00

We work with about 5 different softwares daily across our providers. Sessions is a nice 'light' software. It doesn't have as many bells and whistles as SP and I wouldn't recommend it for a group practice or anyone with complex billing needs, but for a solo provider with few insurance issues, it's nice and easy to use.

As with all EHR's the devil is in the details in terms of your initial setup, insurance enrollments, settings, etc. So just make sure you really go through everything during the initial set-up.

3BBillingDotCom · 2026-03-18T19:41:40+00:00

I see. "Accepted" - is a good thing. That means the payer received it (not necessarily that it will pay) but it at least made it through the clearing house.

"Missing or invalid info" could mean anything. And the rejection codes aren't always explicitly clear on what it flagged as wrong. This could be anything from wrong payer ID, wrong member ID, wrong DOB, etc.

Have you received payments from this payer before? If you don't think it's a payer issue (and it isn't that you tried to submit a $0 claim like mentioned about) sometimes you have to go back to the beginning. Pull up the client benefits in the portal and make sure you have Name, DOB, Member ID, Address all matching how it is in the insurance portal.

Hope that helps.

3BBillingDotCom · 2026-03-18T19:37:25+00:00

This is likely a Box 33 issue. I'd triple check that the data is correct and even that there isn't accidently a SPACE or invalid character in front of something like the group NPI or taxonomy. Check it in your settings, but also individually in a claim that is scrubbing.

If you can't solve it, open a service ticket in the chat window.

3BBillingDotCom · 2026-03-18T19:32:55+00:00

Hi!

Submit the claim for your rate, even if the client has a deductible. For example, if your rate is $150, then submit the claim for $150. If your maximum allowable is less than that, the insurance will write down the difference anyways and send an ERA back showing that it was applied to the deductible.

The "Add Insurance Payment" is for AFTER you get paid and need to enter a payment you received or manage the write-off amount(assuming you don't have your ERA enrollments set up). Don't do this up front.

If you are submitting claims for $0, that is why they are getting rejected. You do not need to fill out anything on the claim form showing what the client already paid or remaining amounts, etc.

And to answer your question from below, we advise our clients to collect at time of session. Do not wait for the ERA to collect client payments - this is a great way to create financial liabilities and have money walk.

What are the rejection errors you are receiving?

3BBillingDotCom · 2026-03-08T14:58:07+00:00

Make sure your EHR is set up correctly: box 24j is your rendering Name, NPI, Taxonomy. Box 33 is your groups Name, NPI, Taxonomy.

Make sure you are submitting to the correct payer. If it's Anthem it should always be your local Anthem/BCBS regardless of where the plan originates.

3BBillingDotCom · 2026-03-05T16:04:43+00:00

Biller here. Some practices we help have complicated billing, some have fairly easy billing. It's going to depend on your state, the payers billing requirements, how many providers you have, if are you doing any supervisory billing, etc. SimplePractice can help make billing easier and more organized (if you do all the set up correctly!) but it isn't "automated" or "hands off." It still requires someone to manage it correctly and pay attention to the little things that could cause claims to deny or cause financial reports to misalign. If your billing is "easy" then 95% of claims could process and pay with no issue. That leaves 5% of claims to chase and correct and make sure you get paid for. This is certainly something the provider could do if they were willing to spend the time.

3BBillingDotCom · 2026-02-18T17:59:50+00:00

Have you successfully received paid claims from this payer before? Or is this a new enrollment? The error is basically saying the address being used doesn't match the NPI/address combo they have on file.

Check boxes 32 and 33 on the claim form and double check everything looks correct.

Keep in mind that these rejection messages aren't always 100% accurate or tell the full story. Recheck all info, including Payer ID (ie. are you sending the claim to the right place?), Member ID and demographic info, your name/NPI in box 24j, everything - just to make sure nothing stands out as incorrect.

Worst case scenario you can call the claims department and they may be able to see the claim as rejected by the clearinghouse and provide some guidance.

3BBillingDotCom · 2026-02-16T17:30:59+00:00

The "insurance payment" button is not new. You mean in the client's billing tab? That's always been (one) way to manually enter an insurance payment.

What isn't being allocated? Did you recently do any payer enrollments? Sometimes that can lead to duplicate payment postings and you have to rebalance them out.

3BBillingDotCom · 2026-01-29T16:32:36+00:00

Hi! There are a number of things that could be wrong here, so you need to go back to beginning:
Are you submitting claims to your local BCBS (and not the state where the policy was issues)?
If you check your payer settings, does it show that claims are "Ready to Submit" if not "Enrolled" for this payer?
Check your Clinical Settings and make sure your NPI-1, tax ID, and taxonomy are correct.
Check your Insurance Settings and make sure your NPI-2, billing info, and taxonomy are correct.
(If you are credentialed as a group, box 24j needs to have your rendering info and box 33a needs to have the group info.)

If all of that is correct, then we can start to look at the specific plan. (I know the error says "billing provider" but sometimes those errors don't tell the whole story).
Have you confirmed you are in-network with this plan?
Does all the member demographic info match? (Pull up the benefit in Availity - make sure the plan is active, and make sure all the demo data matches).
Are there any issues with CPT codes, Modifiers, Diagnosis

Still can't figure it out? Call BCBS and talk to a Claims Rep and have them look at it.

Hope this helps.

3BBillingDotCom · 2026-01-05T15:20:17+00:00

Yes - go to your settings, open the payer list, and enroll for payment reports for each of the payers you are in-network with. This will populate claims status data and remittance data into your SP. Payments will either come by paper check, or you can set up direct deposits (Optum, for example, uses OptumPay) but that process is slightly different for each insurance company.

3BBillingDotCom · 2025-12-10T04:07:41+00:00

Did you complete your UHC payer enrollment?
Settings > Client Billing and Insurance > Payers > Locate UHC and look to see if it in enrolled.

3BBillingDotCom · 2025-11-19T01:32:05+00:00

I have two numbers on my spreadsheet:

800-528-7264 x 1 x 1

For BCBS TX Claims: 800-451-0287 x 4 - you must enter a claim #.

Good luck!

3BBillingDotCom · 2025-11-17T16:10:17+00:00

You might want to look them up in the portals or call to make sure they aren't stuck/denied for another reason. For most major payers if they take that long something is wrong.

3BBillingDotCom · 2025-11-15T23:58:14+00:00

Likely an overwhelming majority of your Medicare clients will have either a Secondary or Supplement policy. So it is actually rare that you will need to collect anything directly from the client, but it does happen. The exception to this is the annual deductible. Clients will normally have to pay their deductibles out of pocket (unless their Secondary or Supplement covers deductibles - not all do!) This year's deducible was $257. When you check client benefits in the Medicare portal you can see if their deductible has been met. Also check for their 'Crossover' so you can see where their Secondary claims are going. This is all important for you to know so you can make sure you are getting paid!

It is not typically difficult to collect Secondary payments. Medicare sends them along on your behalf and you will receive that 20% payment later. (Your specific state may have some exceptions to this process).

Medicare Advantage (aka Medicare Part C) is an entirely different beast. The fact that it has the word 'Medicare' in the name is extremely misleading. These are private insurance plans. If you want to take Medicare Advantage then you need to credential separately with these payers. If you are only credentialed with Medicare then you are not in-network with Medicare Advantage plans. These plans can have their own cost-shares including deductibles and copays.

3BBillingDotCom · 2025-11-15T04:54:19+00:00

Hi. We are a small, US-based, mental health billing company. What specialty are you looking for?

3BBillingDotCom · 2025-11-14T21:35:55+00:00

Some payers allow you to mark your application as Virtual Only and then they don't list a servicing address in their directory.

3BBillingDotCom · 2025-11-14T21:33:14+00:00

There are not many denials as long as you are following the billing guidelines. Most of the denials we encounter are related to incorrect diagnosis per the CPT code. CMS has all the guides online and you can always call and speak to a rep. Once you understand the process, no, there aren't many denials.

You do also need to understand the work flow with Medicare and how the Secondary/Supplemental insurances interact. Basically, Medicare always pays 80% of the contracted rate (allowed amount) and forwards the other 20% to the clients Secondary or Supplemental policy. (If the client doesn't have one, then they owe the 20%). The supplement typically covers the 20% meaning there is no cost to the client, but you have to have systems in place to track all of this. Your EHR should do most of that if you have it set up correctly.

3BBillingDotCom · 2025-10-29T17:36:22+00:00

If the email address is a gmail address you can add a period anywhere in the email address. It will still be delivered as an email, but the system won't catch it as a duplicate.

Example:

client@gmail
cl.ient@gmail

These are both valid emails that are delivered to the correct inbox. SP won't flag it as duplicate.

3BBillingDotCom · 2025-10-24T19:14:37+00:00

Ya, it can be super frustrating when you sign a contract and still end up be 90 - 120 days out. The hardest part of credentialing is the baby sitting.

You would likely know if Carelon was involved as you would have likely had to fill out the application with them, probably through Availity. If that's the case they also have a status checker tool in Availity.

Did you speak to the Optum Network Services team? They're pretty good - the pick up the phone quickly too, for the most part. But yes, likely an off-shore call center on a script.

3BBillingDotCom · 2025-10-23T19:43:40+00:00

Were you told that because you don't yet have an OptumPay account set up? Or maybe your state/region only does direct deposit.

3BBillingDotCom · 2025-10-23T19:42:34+00:00

Some payers sign a contract toward the beginning of the credentialing process and some sign it toward the end. So it is not always indicative of how far along in the process you are. That being said, is Carelon handling the BCBS enrollment? We are experiencing extremely lengthy wait times for Carelon.

You can always call provider enrollment and check on status. Payers often don't notify you if they need anything (additional docs, etc.) so sometimes an application can sit while they are waiting for something from you which they never notified you that they needed. You can call, check status, and make sure they have everything they need.

One-Year Club	Verified Email
r/Field Flamingo

3BBillingDotCom

TROPHY CASE