Use the Practice Settings to determine how insurance claims are handled.
Note: You must have Administrator permissions to perform this task.
To define insurance claim handling:
- From the Administration tab, select Practice Settings > Claim Rules.
- Under Actions, select Edit Insurance Settings.
- Under Claim Handling Rules, select how you want to handle new claims:
-- Select Auto Transmit to automatically queue generated insurance claims for transmission to the CSD clearinghouse, provided that all associated claim requirements are met.
-- Select Hold for Review to place all generated insurance claims into a temporary hold state, enabling the administrator/office manager/insurance coordinator to review them prior to transmission.
Note: This hold status enables the claim to be reviewed before sending. - Click Save.
IMPORTANT: If you print the claim, you will not be able to transmit it electronically afterward. You will need to cancel it and create a new claim. See How to Cancel and Resubmit a Claim.
Comments
0 comments
Please sign in to leave a comment.