Splitting claims

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

1. On the Sent Claims page or Unsent Claims page, clicktap an unpaid claim with multiple procedures to display the Claim Detail window.

   Tip: You can also display the Claim Detail window from the patient's Insurance Claims page or the patient's Ledger page.

   

   Note: Claims are sorted by their dates of service (oldest to most recent).

2. ClickTap Split Claim.

   Note: This button is only available if the claim is a primary claim, has not been paid, and has at least two procedures attached.

   The split options become available.

   

3. For each procedure you want to move to the new claim, select the procedure in the Current Claim list box and clicktap the Move Right (>>) button.

   Note: To move a procedure back onto the current claim, select the procedure in the New Claim list box and clicktap the Move Left (<<) button. You must leave at least one procedure in the Current Claim list box.

4. ClickTap Split.

   Note: This button is only available 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.