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 printed and reviewed before sending.
- Click Save.
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