Overview
Bulk billing allows you to create and submit claims for multiple roster patients at once, perfect for clinic days or facility visits.When to Use Bulk Billing
- Clinic days with many patients receiving similar services
- Long-term care facility rounds
- Group therapy sessions
- Regular screening appointments
Setting Up for Bulk Billing
Before bulk billing, configure your roster:- Add all relevant patients to the roster
- Set default billing codes
- Set default diagnostic codes
- Verify facility association
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
Patient Row Details
Expand a patient row to see:- Claim status for selected date
- Billing codes applied
- Calculated fee
- Quick edit options
Inline Editing
For quick adjustments without opening full claim form:- Expand the patient row
- Modify billing codes or quantity
- Changes save automatically
Claim Status by Date
The roster view shows if claims exist for patients on the selected date:Submitting Multiple Claims
Submit All Drafts
- Ensure all claims are configured correctly
- Tap Submit All button
- Confirm the submission
- All draft claims are submitted
Selective Submission
- Tap individual claims you want to submit
- Review each one
- Tap Submit on each
Handling Errors
If a claim fails validation:- It won’t be submitted
- Error message displays
- Correct the issue and retry
Best Practices
Eligibility Checking
Before bulk submission, you can check patient eligibility:- Tap Check Eligibility
- System validates all health cards
- Invalid cards are flagged
- Address issues before submitting