You can split an unpaid primary claim. When you split a claim, you remove some of the procedures from the original claim and create a new claim for those procedures. Splitting a claim becomes necessary in certain situations, such as when a claim has too many attachments and/or diagnosis codes or when an insurance carrier pays for only some of the procedures on a claim.
To split a claim
How to get there
From the Home menu, under Insurance, clicktap Sent Claims.
The Sent Claims page opens.
How to get there
From the Home menu, under Insurance, clicktap Unsent Claims.
The Unsent Claims page opens.
How to get there
Use the Patient Search box to access a patient's record.
Notes:
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
From the Patient menu, under Insurance, clicktap Insurance Claims.
The patient's Insurance Claims page opens.
How to get there
Use the Patient Search box to access a patient's record.
Notes:
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
From the Patient menu, under Financial, clicktap Ledger.
The patient's Ledger page opens.
Do one of the following:
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On the Sent Claims page, clicktap a primary claim that has not been paid and has multiple procedures.
Note: Claims are sorted by their dates of service (oldest to most recent).
On the Unsent Claims page, clicktap a primary claim that has multiple procedures.
On a patient's Insurance Claims page, clicktap a primary claim that has not been paid and has multiple procedures.
On a patient's Ledger page, clicktap a primary claim that has not been paid and has multiple procedures.
The Claim Detail dialog box appears.
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ClickTap Split Claim.
The split options become available.
For each procedure you want to move to the new claim, select that procedure in the Current Claim list box, clicktap the Move Right (>>) button. To move a procedure back onto the current claim, select that procedure in the New Claim list box, and then clicktap the Move Left (<<) button. You must leave at least one procedure in the Current Claim list box.
ClickTap Split. This button is available only if there is at least one procedure in the Current Claim list box and at least one in the New Claim list box.
The status of the original claim becomes Queued. The new claim has a status of Unsent. Also, any attachments on the original claim are added to the new claim.
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