3. Criteria Selection: Choosing Which Charges to Rebatch
maketags can find and rebatch charges by a wide range of criteria, including age, balance and insurance status, insurance plan, and provider. Read below to learn more about the different criteria you can select from the first screen in maketags.
 | You can combine several different criteria. For example, you could use the criteria options to tell maketags to resubmit all unpaid charges, either pending or personal, with any Aetna insurance company, that is between 30 and 120 days old. |
3.1. Rebatch Charges by Age or Date Range
Use the "Age of Charges" options to select charges of a certain age. You can enter an age range, in days, using one of the top two options. Or, you can input a specific date range.
3.2. Rebatch Charges by Paid and Insurance Status
Under most circumstances, you only want to recreate claims if they are unpaid and still pending an insurance company. You may occasionally need to create batches for an entire insurance company, regardless of whether or not there is an outstanding balance. Use these settings to select which charges, based on pending and paid statuses, maketags will batch:
3.3. Rebatch Charges by Insurance Plan
If you select "Just One Plan," you can choose the insurance plan of the claims you wish to resubmit on the first screen:
If you leave the default of "Many Plans" selected, however, maketags will ask you to select the insurance plan or plans when you press [F1 -- Generate Report]:
Press Page Down, Page Up, or the up and down arrow keys to select the desired plan and press [F2 -- Select] to mark it. If you want to submit claims from all insurance plans, press [F3 -- Select All].
Press [F1 -- Process] after you have selected all the needed plans.
| Use Groups |
|---|---|
Select the "Group" heading at the top of a list of plans to select the entire group. You can also press [F5 -- List By Group] to view all of your insurance groups. By selecting groups instead of individual plans, you can very quickly pick out the different insurance companies whose claims you need to resubmit. |
| List By Pattern |
|---|---|
Press [F6 -- List By Pattern] to search for a word or number, such as "Aetna" or a PO Box number. You can then select plans from the list of results. |
3.4. Rebatch Charges by Provider
You can sort and resubmit charges for all providers or for specific providers. This comes in handy if you use the wrong provider ID# for a period of time and you need to resubmit all the claims from that time.
Change the "All Providers" field to "No" and press [F1 -- Generate Report] to select a specific provider.
On the provider selection screen, use the arrow keys and press [F2 -- Select] to pick providers or provider groups. Then press [F1 -- Process] to continue.
3.5. Submit the Whole Visit?
Do you need to resubmit only the unpaid part of a claim, or the entire claim? By default, maketags processes charges individually, based on the restrictions you define on the criteria screen. If only one procedure from a patient's visit meets the criteria listed, then only that procedure will be rebatched.
You can ask maketags to rebatch the entire date of service instead:
Set the "Include entire visits" option to "Yes." If maketags finds a qualified charge to process, it will also rebatch all other procedures from that same visit, regardless of whether or not the other charges are due or meet the other criteria.