Version 14.19
 This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page. |
About Change Insurance on Individual Transactions
Path: Clinical, Practice Management or 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 | Section | Description |
1 | Transactions | The list of claims with an Insurance balance that can be sent to a different payer. Claim(s) must be selected here before proceeding to #2 where the Primary Insurance is selected. |
2 | Active Primary Insurance Carrier | The patient's insurance list where the Active Primary insurance carrier for the selected transactions is selected. |
3 | Secondary Insurance Carrier | The patient's insurance list where the Active Secondary insurance carrier for the selected transactions is selected. This field is only used if applicable. If no other insurance is required, the Omit checkbox should be selected. |
4 | Requeue as Secondary button | Clicking the Requeue as Secondary button will apply highlighted insurance information and electronically resubmit as the secondary insurer. |
5 | Requeue as Primary button | Clicking the Requeue as Primary button will apply highlighted insurance information and electronically resubmit as the primary insurer. |
6 | Apply Only button | Clicking the Apply Only button will not submit the highlighted transactions electronically. It will, however, apply the highlighted insurance information to the claim. |
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 | Section | Description |
1 | Transactions | Choose 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 Carrier | Choose the Active insurance carrier for the selected transactions. |
3 | Other Insurance Carrier | Choose 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 button | Clicking the Requeue as Secondary button will apply highlighted insurance information and electronically resubmit as the secondary insurer. |
5 | Requeue as Primary button | Clicking the Requeue as Primary button will apply highlighted insurance information and electronically resubmit as the primary insurer. |
6 | Apply Only button | Clicking 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. |
