Due to the Close Out function, the previously closed claim cannot be unclosed.
Likewise, if the office has generated statements and updated the Statement Date, previously closed claims cannot be unclosed.
Both the Close Out and the Statement Update functions “lock up” the financial data for integrity and security. Transactions which have a date prior to either of these dates cannot be altered. “Altered” is defined as:
- edited
- added
- deleted
- moved
- unclosed
To resubmit the existing claim:
- Access the Ledger
- Click on the blue date of the claim
- Click on the Recreate E-claim button
The claim will appear in the “Setup / Batch Claims Processing” screen for electronic transmission of the claim.
Because the original claim was closed, and all applicable financial responsibility was moved to the patient side, the office will enter the insurance reimbursement payment to the patient side as an “Insurance Check to Previous Balance.”
NOTE: Offices should perform regular Close Outs in order to protect the security and integrity of the office’s financial data, and to maintain HIPAA compliance regarding patient records.
NOTE: Offices should generate monthly statements, and perform monthly Statement Updates, in order to protect the security and integrity of the office’s financial data, and to maintain HIPAA compliance regarding patient records.