Step 1: Click on the "Claims" button located on the menu to the left hand side of the screen. 

Step 2: Search by client name, therapist, insurance, etc. Make sure to include service start and end date before clicking "Search".

Step 3: Those that met search criteria will appear below. 

Step 4: You may click "Edit" to change information such as "Service Date", "Time In", "Time Out", "Billing Code", or "Place of Service".

Step 5: You may also export the information over to an excel file by clicking the "Export to Excel" button. 

Step 6: After you have exported the billing entries, you may check "Complete" in order to show that you have completed your billing within the system. 

Step 7: Those entries marked "Complete" will now appear highlighted in green.