Claim Management detecting a secondary insurance

Technical problems with Medisoft.
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kimv344
Posts: 1
Joined: Thu Aug 18, 2016 5:28 pm

Claim Management detecting a secondary insurance

Post by kimv344 » Thu Aug 18, 2016 5:35 pm

While looking in claim management it seems that a bunch of claims are still being marked as sent when they are in fact done. When looking into it further I realized that the system was marking carrier 2 as sent. The problem is there is no carrier two as there is no secondary insurance for that patient. Not sure why this keeps happening to a good amount of claims. Any help would be appreciated. We would like an accurate view of the claims that have not been processed and the ones that are complete. This is making it a lot harder.

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Gavin Walker
Posts: 4625
Joined: Wed Apr 04, 2007 10:11 pm
Location: Springfield, MO
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Re: Claim Management detecting a secondary insurance

Post by Gavin Walker » Fri Aug 19, 2016 12:02 pm

If you change insurance information on the Case after the charge is entered, then you need to click Update All in Transaction Entry. If insurance information is different from prior visits, then you need to create a new Case.
Gavin Walker
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386

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