Editing Session Details After Billing

You've always been able to adjust a session's time after it's been billed. Now, with the right permission, you can also correct a few other key details on a billed session without changing the claim ID — so payroll and any re-billing reflect the correct information.

Turning On the Permission

• Go to Masters --> User Roles --> Scheduling.

• If you do not see the Masters Menu listed, please reach out to your admin to enable the permissions.

• Enable Modify Session Details After Claim Submission for the roles that should have it, and Save.

Picture 1: Modify Session Details after claim submission permission

Editing a Billed Session

• In Scheduling, open and edit the billed appointment.

• In addition to Session Time, you can now update: Date of Service, Insurance Company, Appointment Type, Client Authorization, and Service Location.

• When you change the Insurance Company, the system prompts you to submit as an original claim.

Picture 2: Editable fields in the billed appointment.

Notes:

• Only the fields listed above can be changed after billing — no other session fields are editable.

• Edited sessions are flagged as "changed after billing," and every change is recorded in the audit log.

• Edits carry through the billing workflow, including the Ready To Bill, Submitted Claims, Settled Claims, and EDI Response stages.