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Change Insurance on Individual Transactions

Version 14.19

About Change Insurance on Individual Transactions

Path: Clinical tab > Patient Chart button > Claims > Change Payer button
Path: Practice Management tab > Patient Chart button > Claims > Change Payer button
Path: Billing tab > Patient Chart button > Claims > Change Payer button

At times, there will be instances when a claim is sent to the wrong insurance and needs to represent the most accurate and up-to-date insurance for a patient. The Change Insurance on Individual Transactions window changes the primary (and optional secondary) insurance for selected transactions.

Change Insurance on Individual Transactions Map

Number
SectionDescription

1

TransactionsChoose transaction(s) to resubmit to a different insurance carrier by holding down the CTRL button on the keyboard and selecting the transactions. 

2

Active Insurance CarrierChoose the Active insurance carrier for the selected transactions.

3

Other Insurance CarrierChoose the new Other Insurance (Secondary insurance) carrier for selected transactions.  This field is optional. If no other insurance is required, select the Omit checkbox.

4

Requeue as Secondary buttonClicking the Requeue as Secondary button will apply highlighted insurance information and electronically resubmit as the secondary insurer.

5

Requeue as Primary buttonClicking the Requeue as Primary button will apply highlighted insurance information and electronically resubmit as the primary insurer.

6

Apply Only buttonClicking the Apply Only button will not submit the highlighted transactions electronically.  It will apply the highlighted insurance information and drop the transactions onto the CMS-1500 form.
Version 14.10

About Change Insurance on Individual Transactions

Path: Smart Toolbar > Account button > Claims tab > Change Payer button

At times, there will be instances when a claim is sent to the wrong insurance and needs to represent the most accurate and up-to-date insurance for a patient. The Change Insurance on Individual Transactions window changes the primary (and optional secondary) insurance for selected transactions.

Change Insurance on Individual Transactions Map

Number
SectionDescription

1

TransactionsChoose transaction(s) to resubmit to a different insurance carrier by holding down the CTRL button on the keyboard and selecting the transactions. 

2

Active Insurance CarrierChoose the Active insurance carrier for the selected transactions.

3

Other Insurance CarrierChoose the new Other Insurance (Secondary insurance) carrier for selected transactions.  This field is optional. If no other insurance is required, select the Omit checkbox.

4

Requeue as Secondary buttonClicking the Requeue as Secondary button will apply highlighted insurance information and electronically resubmit as the secondary insurer.

5

Requeue as Primary buttonClicking the Requeue as Primary button will apply highlighted insurance information and electronically resubmit as the primary insurer.

6

Apply Only buttonClicking the Apply Only button will not submit the highlighted transactions electronically.  It will apply the highlighted insurance information and drop the transactions onto the CMS-1500 form.