Troubleshooting Claims Printing
I am trying to print claims but the system doesn't print my claims. I know I have entered charges. What's wrong?
If the system attempts to create a claim, but cannot, there will be a message in the error log window. If there is nothing there, then it’s possible that your charges are not queued for billing.
If your charges are not marked "BILL" then they won't be claimed. Charges are marked "BILL" automatically when you enter them, provided that the patient's primary insurance plan has "Claim" in the "When to bill--Primary" field. If it doesn't, the charges won't be marked and therefore won't be claimed.
To check on a charge, from the ledger, right-click on the charge and choose Claim and Payment Details. In the Charge Status window, look at the status for the insurance plan of interest. If it is blank, it did not get set. To set it, right-click on that line and choose "Rebill or mark for first billing".
If you upgraded from MD VersaForm, the "When to bill--Primary" field in the Insurance Plan setup was imported. But it might have been empty in MD VersaForm, and therefore would not have been imported. If it is not set, and it should be, you should set it. Then you must go back and set all the charges to "BILL" where it should have been set and was not.
You can find all the charges that are not marked for billing by running the report "Claims not billed to insurance"
What’s the best way to test whether claims printing is working?
Pick a patient with only a few charges to be claimed. Check each of the charges to make sure they are marked “BILL” or “Force Paper” or “Advisory”. Then from the ledger, click the Print button. Choose Print Claims from Queued Charges for Patient. The Paper Claims window will open. Click Begin. You should see the results in the upper pane of the window.
How can I test whether the printer is working?
From the ledger, click Print and choose Print This Ledger. Or, print the Audit Report for the current day.
