Session Status Descriptions

 

Each session in the Client profile is assigned a "Status" based on the stage of the billing process the claim is in. Below is a brief description of each status and its meaning. Remember there are two parts to the Client Session menu the session (aka billing info) and the progress note under or attached to the session. Sometimes the status of the progress note will affect the session's status.

Incomplete: A session will be incomplete if there is no note under the session or if the note has not been reviewed. 

Billing Ready: Once a progress note has been reviewed, the session status will automatically change from Incomplete to Billing Ready. A session can also be manually changed to Billing Ready if it needs to be resubmitted. 

Billed: Sessions in the yellow "Billed" status mean the claim has been submitted to the payer. Monday thru Friday at 3:30 PM ET, Checkpoint gathers all the sessions in the Billing Ready status, submits them to the payer, changes the status to Billed, and enters a date stamp. 

Rebilled: Sessions marked with "Rebilled" means the claim has been billed for the seconded time or more. 

Denied: The orange "Denied" status means Checkpoint received a remittance file in which the payer has denied the claim

Processed: Sessions marked with the status of "Processed" means Checkpoint has received a remittance file in which the payer has approved (paid) the claim. 

Informational: If the service of "Unbillable" is selected, the Session Status will automatically be set to "Informational". An unbillable service is something like "No-Show," "Cancelled," or "General Note." 

*** Keep in mind that the explanations above are based on automated system processes. Session statuses can be changed manually. 

Write Off: This session status is not a system-automated status. An organization would manually set the status to "Write Off" after an agency payment has been applied because reimbursement for services rendered cannot be received. See Creating an Agency Write-Off. 

Unbillable: This session status is not system automated. An organization can change the session status to Unbillable for any reason. Most commonly, it is used to identify sessions that cannot be submitted for reimbursement to the payer.