The Primary Insurance on File was Paid in Error
The new Insurance was not obtained at the time of the visit, and the old Insurance was billed and paid.
- The correct Insurance is obtained from the Patient.
- While waiting on the takeback/refund from the incorrect Insurance, you want to bill the new Insurance.
The full amount is sent on a Primary Claim regardless of amounts another Insurance has paid.
If there are no changes that need to be made on the Encounter
- Go to Insurance Management
- Add New Insurance Profile
- Choose the Encounter(s)
- Select the Change Profile/Rebill button.
- Choose the Re-Bill button
- Add a Note if desired.
- Save [F2].
If Changes need to be made on the Encounter
You must be attached to a Reference Batch
- Uncheck UNDO Payments
- Uncheck Rebill Primary
- On the New Encounter Dashboard, select the Insurance Management link to add the new Insurance Profile, and move the new Encounter.
- On the New Encounter Dashboard, select the Modify button.
- Make Changes: Units/Fee or add a new CPT®.
- If there is an existing CPT that should not be sent to the new Insurance, mark to Exclude it.
- Leave original CPT® and Fee Amount. DO NOT delete it or zero the amount.
- When the original Insurance does the Takeback/Refund, post it to the appropriate line items.
- If the line item was not sent to the new insurance, adjust off the CPT after all Insurance is adjudicated.
- Save the Modify Charge screen.