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Documentation Index

Fetch the complete documentation index at: https://docs.intelagent.ca/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Bulk billing allows you to create and submit claims for multiple roster patients at once, perfect for clinic days or facility visits.

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When to Use Bulk Billing

  • Clinic days with many patients receiving similar services
  • Long-term care facility rounds
  • Group therapy sessions
  • Regular screening appointments

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Setting Up for Bulk Billing

Before bulk billing, configure your roster:
  1. Add all relevant patients to the roster
  2. Set default billing codes
  3. Set default diagnostic codes
  4. Verify facility association

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Bulk Billing Workflow

1

Select Roster

Go to Rosters tab and select the appropriate roster
2

Set Service Date

Tap the date field and select the service date
3

Review Patients

The patient list shows claim status for the selected date:
  • No indicator: No claim exists
  • Blue dot: Draft claim
  • Green dot: Submitted claim
4

Create Claims

Tap on each patient to create or review their claim
5

Submit All

Tap Submit All to send all draft claims at once

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Patient Row Details

Expand a patient row to see:
  • Claim status for selected date
  • Billing codes applied
  • Calculated fee
  • Quick edit options

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Inline Editing

For quick adjustments without opening full claim form:
  1. Expand the patient row
  2. Modify billing codes or quantity
  3. Changes save automatically

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Claim Status by Date

The roster view shows if claims exist for patients on the selected date:
IndicatorMeaning
NoneNo claim for this date
BlueDraft claim exists
GraySubmitted, awaiting processing
GreenPaid
RedRejected

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Submitting Multiple Claims

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Submit All Drafts

  1. Ensure all claims are configured correctly
  2. Tap Submit All button
  3. Confirm the submission
  4. All draft claims are submitted

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Selective Submission

  1. Tap individual claims you want to submit
  2. Review each one
  3. Tap Submit on each

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Handling Errors

If a claim fails validation:
  • It won’t be submitted
  • Error message displays
  • Correct the issue and retry
Review claims before bulk submission. It’s harder to track issues across many claims.

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Best Practices

For efficient bulk billing:
  • Keep rosters organized by location/service type
  • Use accurate default billing codes
  • Verify patient list before clinic days
  • Submit same-day when possible

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Eligibility Checking

Before bulk submission, you can check patient eligibility:
  1. Tap Check Eligibility
  2. System validates all health cards
  3. Invalid cards are flagged
  4. Address issues before submitting