Update Claims with an Archived Insurance

If you've made changes to a patient's insurance, use this action to quickly update any of this patients claims with their new or updated insurance.

  1. Select Patient > Patient.

  2. Use the Search field to search through your patients. 

    Place a check in the “Include inactive patients ” box to include inactive patients in your search results.

  3. Select the Patient.

  4. Click the Insurance Info tab.

  5. Click the button. 

  6. Right-click on the archived insurance you want to update and select Update Existing Claims.

  7. Check the box to choose what payer to update claims for: 

    1. Update Claims where (Payer Chosen) is the primary payer: Use this option if you want to update claim(s) where the payer chosen from the insurance history is the primary payer. 

    2. Update Claims where a specific payer is the primary payer: Use this option when you want to update claim(s) where a different payer is the primary payer. 

  8. Use the Date of Service From/To date to select the date range for the claims you want to update. 

  9. Optional: Select the Practice and Provider you want to update the claims for.

  10. Select what payer on the claim you want to update (Primary, Secondary, Tertiary).

  11. Click Update Claims for a dialog window to appear showing the claims that will be updated. Some claims may be re-filed.

  12. Optional: Place a check in the Exclude checkbox(es) for any claims that should not be updated with the archived insurance information.
  13. Click Confirm and Save, then click Save.

    Claim re-filing will only be completed for charges that are currently in one of the following statuses:

    • Send to Insurance via Clearinghouse
    • User Print and Mail to Insurance
    • At Insurance. If the claim is currently in this status, the claim will be re-filed to the payer that the claim is currently at unless the payer is no longer associated with the claim at the time of service.