How to re-edit and regenerate x12 for a claim already submitted (that didn't go through)

Day-to-Day Users
1

leongruenbaum wrote on Thursday, July 14, 2016:

hello it’s been a while. u haven’t heard from me because things seem to be working, more or less

today the client had a problem submitting some claims. she had entered a new patient with ‘oxford’ as the insurer. somehow, for some of her claims the insurance info didn’t fill in (whereas it did for one of them).

anyway, i’m wondering if u know of a reason it didn’t fill in; and more importantly, whether i can re-edit these claims and generate an x12 for them

i did remember how to re-open them. that’s done, but i can’t see where to change the insurance info such that when i want to regenerate the x12 the insurance field and the partner field (POST-N-TRACK) is filled in.

any thoughts on this? or will she have to re-enter from scratch? see attached

2

cmswest wrote on Thursday, July 14, 2016:

hi Leon, click on the bill dropdown, if it doesn’t list oxford check the effective date of the ins in pt demographics.

3

leongruenbaum wrote on Thursday, July 14, 2016:

wow - thanks so much. that seems to have been it. she had 7-14-16 as the effective date.

i was about to tell u this wasn’t the answer because in the past sometimes i see those dropdowns and there’s nothing in them. but this time it all worked as it should

thanks again