Performing Insurance Functions > Using the OrthoTrac Electronic Claim Service
Following is a list of things to keep in mind when using automatic claims:
Claims are not recognized as electronic claims if they are entered before the insurance company is set up as an electronic carrier.
If the carrier is an electronic provider, you can submit claims manually or electronically. To select the type of submission, click History at the bottom of the claim form, or select an option in the Add Claim field.
When you obtain a pre-authorization approval number from the carrier, type the information on the claim and click Save. All copies of the claim will retain the approval number.
To resend a rejected claim, correct the errors on the patient's chart and then click History on the claim window and delete the printed date. Save the claim by clicking OK. This enables the claim to be recreated electronically the next time claims are created for submission.
When discarding the complete claim batch, all claims are reset. There is no need to use the History button to manually remove the printed date. Remember to correct all errors.
Print a transmission report before discarding the batch. This enables you to see the errors that need correcting on each claim in the patient chart.
Claim changes made in the Edit/View Electronic Claims Maintenance window are not saved to the original claim in the patient chart. Remove the claim from Electronic Claims Maintenance and correct the patient chart for submittal in the next electronic batch.
You can edit claims only if they have not been transmitted. (The transmitted status is Pending.)
Closing the Electronic Claims Maintenance window by clicking the close button in the upper-right corner does not save changes.
Using the OrthoTrac Electronic Claim Service
Checking the Status of Electronic Claims