Change the Responsible Party for Charges
If you post a visit before your practice has entered the new insurance card information on an account, you will need to use oops to update the responsible party for the charges and then rebatch a claim.
Follow this procedure:
Update Patient Insurance Information
Confirm that the patient has been updated with the correct insurance information. The insurance screen for an account can be found in
checkin, checkout or by running
oops For the Account
F4 – Insurance Status
Select Charges for the Visit
Enter the item numbers of those procedures that were posted to the wrong insurance company. Alternatively, you can select charges by claim ID or by visit date.
On the Insurance Status screen, press F5 – Make All Insurance.
Select Responsible Party
Pick the new insurance company from the list and press Enter.
Optional: Change Copay Amount
If necessary, press Tab and change the listed copay amount.
Press F1 – Save Changes.
Back on the main
oops screen, press F3 – Batch Claim. Do this for either a paper or electronic claim. Read Generate Claims for more information.
Select Charges to Rebatch
Enter the item numbers of the procedures that need to be resubmitted and press