We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

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.