Send Primary and Secondary Electronic Claims

[Gavin Walker]

It is easy to send both primary and secondary claims with Revenue Management.

1. Select your claims by clicking Select in the Claims Toolbar. Filter the type of claims you want to send by highlighting Primary Claims, Secondary Claims, Primary and Secondary Claims, or Show All Claims. You can also filter by the status of claims; Ready To Send, Sent, and Done, for example. You will notice your claims sorted by EDI Receiver in the preview window. Click on the expand button next to the EDI Receiver to view the claims associated with that receiver. A white flag indicates your claims have not been checked yet.

2. Check your claims by clicking on Check Claims on the Claims Toolbar and highlighting an Individual EDI receiver or All Receivers. Once checked, a green flag indicates that the claim has passed, while a red flag indicates one or more errors need to be corrected. Click on the expand button on the left side of the claim, and in the edit tab you can view the description of the error. Correct the errors in Medisoft.

3. Send your claims. Click Send from the Claims Toolbar and highlight Claims, and select an individual EDI receiver or All Receivers. The claims are now checked against the HIPAA edits. A Claim with an error will show in the preview window with a red X next to it. You can now select Remove Claim to prevent that particular from from sending on this batch. You can fix that one claim later and continue to send a batch of good claims that should get paid. Now just click Send and the claim file is on its way.

Many errors can be caught and corrected before claims even leave your system.