Edit & Bill Corrected Claims

Manage corrected claims.

 Permissions: User must be logged in with staff credentials. User must have access to Billing section. 

Select Claim to Re-Bill
Make Changes to Correct Claim
Bill Out Corrected Claim
View PDF
Correct Claims with Payments
Correct Claims with Notes Attached

Before you begin:

• Unapply the deposit from the Date of Service in need of correction. Repost the payment after the correction has been made.
• If there are notes attached through the Ledger, remove them. Add them back after the correction has been made.
• If no payment/notes have been posted, begin the claim correction process. 

Select Claim to Re-bill

1. Click the Billing tab.
2. Click Insurance.
3. Click the Claim Management tab.
   
   
   
4. Filter by Clients.
5. Select Client.
6. Filter by Date Range.
7. Select dates.
8. Click Get Claim(s).
9. Select the claim.
10. Select View Transaction(s).
11. Click Ok.
    
    
    
    
12. Confirm the Date Ranges match.
13. Select All in the Date Range.
14. Select Re-Bill Selected.
15. Click Ok.
    
16. A message displays to confirm selected transactions are ready to be re-billed. 
    
    

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Make Changes to Correct Claim

1. Click the Scheduler tab.
2. Click Add/Manage Session.
   
   
   
3. Select Client.
4. Select the Authorization/Episode for the date of service in need of correction.
5. Copy the Activity ID number.
   
   
   
   
6. Filter by Activity ID.
7. Paste the number in the Activity ID box.
8. Click Filter.
   
   
   Note: it is very important to only view the session that needs to be fixed and not multiple sessions.
   
   
   

9. Select Unrender Filtered Session from the dropdown menu.

   • If you do not have Unrender Filtered Session as an option, please contact Support so it can be added to your menu.
10. Click Ok. 
    
    
    
11. Check the box in the Edit column.
12. If needed, make changes to the Provider, Activity Location, Schedule Date, Start/ End times.
13. Click Save Changes.
    
    
    
    
14. A message displays to confirm selected transactions are ready to be re-billed.
    
    
    Note: if changing the Activity or Authorization for the filtered session, check the box in the Edit column and select the correct action from the dropdown menu. Save changes.
    
    
    
15. Select the box in the Edit column.
16. Select Render Session from the dropdown menu.
17. Click Ok.
    
    
    
    
    
    
    Note: process claims through billing like normal.
    **Before submitting claims to the clearinghouse via OfficeAlly, complete steps 7-11 in the Bill Out Corrected Claim section below.**
    **After the corrections are billed, go back and re-apply the payment and notes.**
    (see section below)
    
    

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Bill Out Corrected Claim 

1. Click Billing > Insurance > Claims Management.
2. Filter By client (batch, payor, date range, etc.).
3. Select client (or matching filter topic).
4. Filter By Date Range.
5. Enter Date Range (go 1 day past the end date).
6. Click Get Claims.
7. Select the Box or Select All.
8. In the Box 19 field, type corrected claim.
9. In the Resubmission Code field, enter 7 = corrected claim.
10. In the Original Ref. No. field, enter the claim number from the EOB.
11. Click Save.
    Note: Claim information must be saved before the claim is submitted to OfficeAlly. 
    
12. A message displays in green at the top of the page to confirm the claim is saved. 
    
    
    
13. Select Office Ally SFTP from the dropdown menu under the billed claims list.
14. Click Ok.
    
    
    
    

Note: check your Office Ally account the next day to verify all claims were accepted by the payor.  If you have claim fixes, make changes on Office Ally and resubmit.
Once the corrections are billed, go back and re-apply the payment and notes.
(see section below)

View PDF

To view the PDF, select the dropdown CMS 1500 with background.

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Correct Claims with Payments and Notes Attached

Before making corrections to a claim, un-apply payments and delete note attachments.

Claims with Payments - Unapply Payment

1. Click Billing > Ledger.
2. Select a Client.
3. Enter a Date Range.
4. Click View.
   
   
   
   
5. Check the box for the date of service.
6. Select View Transaction from the dropdown menu. 
7. Click Ok. 
8. Copy the Instrument No. (Check No.)
   
   
   
9. Click Billing > Deposits.
10. Enter Check No. (Instrument No.).
11. Click View. The Deposit List section opens. 
    
    
    
12. Check the box for the date of service.
    
13. Select Detail from the dropdown menu. 
14. Click Ok. The Deposit Details section opens. 
    
    
15. Check the box for the date of service.
16. Select Revert Transaction from the dropdown menu.
17. Click Ok. 
    • This action un-applies the payment and users have the ability to un-render and make changes to the claim. 
      
      
      
      
18. Select the claim and make changes.
    • After changes are made, re-bill the claim and reapply the payment. 

Claims with Notes Attached > Delete Note(s)

1. Click Billing > Ledger.
2. Copy the note(s) and save to another application such as Word. The note(s) can then be added back to the claim after changes are made. 
3. Make sure to remember the Aging Category and Worked Date.
4. Click the delete icon to delete the note(s).
   
   
   
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