Here's how to correct a claim submitted to the wrong payor: 

1. If you’ve received an ERA for the claim submitted to the incorrect payor, make sure it has not been posted yet. If it has already been posted, you’ll need to unpost the ERA.

💡Pro Tip

Easily check if an ERA has been received and applied to the claim by scrolling down to the Invoice Tracking Details on the claim. If an ERA is applied, it will be linked there. Click the link to view the ERA and unpost it if needed.

 

2. After confirming the ERA from the incorrect payer is unposted, update the claim status to Denied. 

2. Navigate back to the purchase to update the insurance policy. Click Edit on the purchase, open the insurance details, and select Remove to delete the incorrect policy.

3. Add the correct policy onto the purchase. 

4. Resubmit the claim with the new insurance policy! You can do this as part of a batch or individually.