4. Insurance Status Screen
Press [F4 -- Insurance Status] or I and enter charge item numbers to view the Insurance Status Screen. This screen allows you to quickly review or change the pending and copay information on charges.
The Insurance Status screen shows the date, patient name, procedure, diagnosis, provider initial, amount charged, and amount due for each charge you selected. Underneath each charge, you can see the responsible insurance plan and the copay amount. You can change either of these fields, or you can use the function keys to quickly change the responsible party for all of the charges listed.
Press Tab to enter the field you wish to change. In the Insurance field, use an asterisk (*) to see a list of plans on the account and then jump to a list of all plans on your system (if needed).
 | Changing the status of a charge does not update any claim you have already submitted or is already waiting to be submitted. If you need to submit an updated claim with the new information, you must rebatch or print the claim using [F3 -- Batch HCFA] or [F2 -- Print TOS HCFA] on the main screen in oops. |
Functions on the Insurance Status Screen
- [F1 -- Save Changes]
Save all changes made on this screen and return to the main oops screen.
- [F5 -- Make All Insurance]
Turn on the Pending status for all charges shown. If more than one insurance policy is active on the account for the charges' dates of service, a pop-up window will ask you to select which insurance to make responsible for all of the items. You can select from active or inactive policies, or you can select from all of your system's insurance plans.
- [F6 -- Make All Personal]
Turn off the Pending status for all charges shown. Any outstanding amount will become a personal charge.