> ## 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.

# Bulk Billing

> Submit claims for multiple patients in a roster efficiently

## 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:

1. Add all relevant patients to the roster
2. Set default billing codes
3. Set default diagnostic codes
4. Verify facility association

## Bulk Billing Workflow

<Steps>
  <Step title="Select Roster">
    Go to Rosters tab and select the appropriate roster
  </Step>

  <Step title="Set Service Date">
    Tap the date field and select the service date
  </Step>

  <Step title="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
  </Step>

  <Step title="Create Claims">
    Tap on each patient to create or review their claim
  </Step>

  <Step title="Submit All">
    Tap **Submit All** to send all draft claims at once
  </Step>
</Steps>

## 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:

1. Expand the patient row
2. Modify billing codes or quantity
3. Changes save automatically

## Claim Status by Date

The roster view shows if claims exist for patients on the selected date:

| Indicator | Meaning                        |
| --------- | ------------------------------ |
| None      | No claim for this date         |
| Blue      | Draft claim exists             |
| Gray      | Submitted, awaiting processing |
| Green     | Paid                           |
| Red       | Rejected                       |

## Submitting Multiple Claims

### 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

### Selective Submission

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

## Handling Errors

If a claim fails validation:

* It won't be submitted
* Error message displays
* Correct the issue and retry

<Warning>
  Review claims before bulk submission. It's harder to track issues across many claims.
</Warning>

## Best Practices

<Tip>
  **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
</Tip>

## 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