ChiroUp offers billing services through our trusted partner, Practisync. As your clinic’s outsourced billing team, they provide exclusive rates for ChiroUp users and have deep expertise in our system—making billing faster and more efficient.

Practisync is dedicated to managing your insurance billing smoothly, and a few best practices on your end help them work at their best. This tip sheet outlines key steps to help your Practisync biller manage claims efficiently, keep your clinic organized, and get you paid. 

How do I prepare claims for Practisync to submit to insurance? 

Your clinic is responsible for moving claims from Pending to Unsubmitted. Claims start in Pending but move to Unsubmitted once they pass Testing, meaning they meet ChiroUp’s minimum requirements for submission. From there, Practisync reviews your Unsubmitted claims, makes any necessary updates, and submits them on your behalf.

To move claims to Unsubmitted, you can test them individually, in batches, or by locking the purchase. Make sure to review any errors that arise in Testing, as these will need to be addressed before the claim moves to Unsubmitted. 

💡 Pro Tip: Use the lock feature to test claims automatically with minimal effort. Assign someone—typically the provider or front-office staff—to lock purchases once service codes are entered and verified.

What best practices can I follow to help ensure smooth claims submission and processing? 

✔ Keep insurance policies up to date

• Ensure insurance policies are correctly labeled as primary, secondary, or other.
• Update insurance when a patient gets new coverage, removing old policies from individual existing purchases and adding the new one.
• Double-check insurance policy details, making sure the correct payor name and Member ID is on file
• Use the Insurance Status filter in your Ledger to identify purchases that may be missing an insurance policy; attach policies to those purchase to create a Pending claimim.

✔ Double-check service codes, diagnosis codes, and modifiers

• Don't forget to add in your billable service codes to the purchase
• Mark any non-billable codes as non-billable
• Enter valid diagnosis codes and ensure they are pointed correctly to the services
• Add appropriate modifiers

✔ Complete patient information

• Enter complete patient demographics - including Date of Birth and Address

✔ Enter required prior-authorizations and referral

• Make sure the prior authorization or referral numbers entered on the patient's insurance policy is correct and up-to-date

• If your clinic bills under multiple billing profiles, make sure your defaults are configured correctly to ensure claims are sent with the correct billing informaiton.