This article will walk you through how to correct a claim that was submitted to the wrong payor. Open the drop-down below for the steps to follow depending on whether you have received a response (likely a denial or rejection) from the insurer.
How to correct a claim submitted to the wrong payor - and you HAVE NOT received a response
1. Switch the claim status to Denied. Click the Save icon!
2. Remove the incorrect insurance policy from the associated purchase.
3. Attach the correct insurance policy. (If you don't see the correct insurance policy as an option to add, you may still need to adding the insurance policy to the patient's record).
4. Navigate back to the claim and click the Submit button to resubmit! (You will notice that the claim has now moved back into the Pending status now that you've updated the Payor.)
How to correct a claim submitted to the wrong payor - and you HAVE received a response
Since you have received a denial from the insurance company regarding this claim, you will need to Void the claim.
1. Switch the claim status to Rejected. Click the Save icon!
2. On the claim, indicate the Generate type as Void.
3. Enter the Claim Control Number (this is the Number you see under the Transaction Date).
4. Submit the Voided claim.
Now, it's time to fix the claim and submit to the correct payor!
5. Switch the claim status to Denied. Click the Save icon!
6. Remove the incorrect insurance policy from the associated purchase.
7. Attach the correct insurance policy. (If you don't see the correct insurance policy as an option to add, you may still need to adding the insurance policy to the patient's record).
8. 4. Navigate back to the claim and click the Submit button to resubmit! (You will notice that the claim has now moved back into the Pending status now that you've updated the Payor.)