There are two different ways to submit insurance claims in Blueprint. You can submit directly from the client's profile after the session. You can also submit insurance claims from the Billing Tab.
Submit Claims When Finalizing Your Note
From within the session note, on the right-hand side of the page, select Finalize Session with 1-click approve and sign the note, and automatically submit the claim to the client’s insurance
Or, from within the session note, on the right-hand side of the page, select View to view/edit the claim before submitting. Next, select the draft of the claim to view/edit the contents. Once the claim is ready, select Submit Claim at the bottom of the open draft.
Submitting Claims from the Billing Tab
From the main dashboard, select Billing
Then click on the Claims tab
Here you can search by Client, Date of Service, and Insurance Status
Click the draft you want to submit. This will bring you to the client’s billing page
Select the draft you want to submit again. This will open the claim details
From here, you can view, edit, and submit the claim.