• Tutorials
    • Forms, Navigation
    • Forms, Popup and Context Menus
    • Forms, Color of Fields
    • Forms, Changing the Font
    • Forms, Customizing
    • Forms, Printing Reports
    • Forms, Send Email
    • Forms, Help
    • Grids, Navigation
    • Grids, Scrollbars
    • Grids, Functions
    • Grids, Functions, Refresh
    • Grids, Functions, New Wizard
    • Grids, Incremental Search
    • Grids, Selecting Multiple Records
    • Grids, Find and Find Next
    • Grids, Filters
      • Filters, Creating a New
      • Filters, Getting Fancy
      • Filters, Saving and Reusing
      • Filters, Default Filters
    • Grids, Printing Reports
    • Grids, Customizing
    • Menus, Shortcut Keys
    • Forms, Form Letters
      • How to print a Form Letter, Richtext
      • How to print a Form Letter, PDF
      • How to create your own Form Letter
  • Webinars
  • Training
    • Windows XL Training
    • Mobile Delivery
  • What’s New
  • Follow us on Twitter

TeamDME! XL Help

  • System
    • Company
    • Postal Codes
    • Task
    • User Security
    • Dashboard
    • Report Designer
  • Inventory
    • Item
    • Item Category
    • Item Department
    • Item Manufacturer
    • Item Location
    • Tracked Item
    • Activity
      • Physical Count
      • Item Adjustment Edit
      • Service Transaction Edit
      • Item Transfer Edit
    • Reports
  • Orders
    • Diagnosis Code
    • HCPCS Procedure Code, Edit
    • HCPCS Procedure Modifier
    • HCPCS Coverage Criteria List
    • HCPCS Fee Schedule
    • Physician
    • Payor
    • Therapist
    • Facility
    • Quote
    • Medical Order
    • Point-of-Sale
    • Recurring
    • Claim Pending
    • Claim History
    • Reports
  • Receivable
    • Customer
    • Salesperson
    • Referral
    • Nonallowed Reason
    • Responsible Reason
    • Adjustment Reason
    • Payment Type
    • Payment
    • Reports
      • Aged Receivable Reports
      • Revenue Reports
      • Audit Reports
      • Finance Fee
      • Customer Statement
      • Collection Letter
  • Purchase Orders
    • Purchase Order
    • Purchase History
  • Payables
    • Vendor
    • Unposted Invoice
    • Unpaid Invoice
    • Reports
      • Aged Payable
      • Open Payable
      • Cash Requirements
      • IRS 1099 Forms
  • Ledger
    • Chart of Account
    • Journal Unposted
    • Journal History
    • Bank Register
    • Reports
      • Balance Sheet
      • Income Statement
      • Trial Balance
  • Windows
You are here: Home / Orders / Table / Payor / Payor Edit, Settings, Claims
«« Payor Edit, NamePayor Edit, Settings, Days »»

Payor Edit, Settings, Claims

Carrier The type of carrier from the following list:
Normal Policy Type The type of insurance this payor normally provides to your patients from the following list:
COBA Identifier The payor’s COBA (Coordination of Benefits) number. This is a unique number assigned to many insurance payors who provide Medigap coverage to their patrons and who will be automatically billed when submitting claims electronically.TIP: If the insurance payor does not provide Medigap coverage, it is not necessary to enter an COBA number.
Payor will deny claims submitted prior to thru date Checked, if the payor will automatically deny claims submitted before the beginning and ending dates of service have elapsed.Unchecked, otherwise.
Payor requires identical HCPCS codes consolidated for the same service date Checked, if the payor will deny claims containing two or more line items with the same HCPCS code and the same date of service (DOS).Unchecked, otherwise.

TIP: If the payor requires some items consolidated and some items billed individually, simply separate the consolidated items with a dissimilar HCPCS code.Payor can reliably accept crossover electronic claimsChecked, if the payor gets crossover claims from a primary payor and is reliable.Unchecked, otherwise.

TIP: Some primary payors may say they crossover to a payor but then do not.Send statements to patients of this carrierChecked, if you want to send patients whose claims have this payor listed as primary a statement of account.Unchecked, otherwise.

TRAP: Only the claims that include this payor will be examined to determine whether the patient will receive a statement.Payor requires referring physicianChecked, if this payor requires a referring physician.Unchecked, otherwise.Payor requires rendering physicianChecked, if this payor requires a rendering physician.Unchecked, otherwise.Bill all chargesDefault UncheckedIf this payor requires you to bill all items on a claim including zero dollars and/or credits, then check this off.

Note: This is used primarily for Hospice.Automatically create order from recurring rentalChecked, this will allow the system to create Medical Orders from recurring orders automatically (cloud only)(*** currently unavailable)Bill claims complete, Primary must be done before billing secondary Checked, this does not allow secondaries to bill before primary is   complete.

Unchecked, otherwise.

Page Tags: Allowable, Payor, Percentage, Salestax, Setting
«« Payor Edit, NamePayor Edit, Settings, Days »»

Tell us what you think. Cancel reply

You must be logged in to post a comment.

RETURN TO TOP

Copyright 2014-2026 · TeamDME!, Inc. · All Rights Reserved · Log in