Office Therapy - Archiving Auto Forwarded Secondary Claims
Reference Number: AA-00451 Views: 5825 Created: 07-12-2018 03:29 pm Last Updated: 07-25-2018 10:54 am 0 Rating/ Voters

Archiving Auto Forwarded Secondary’s:

In version 12 there is a feature added to the claim queue called auto forward. Auto Forward is dictated from the primary insurance remit, this is only checked if the primary insurance has forwarded the claim to the secondary insurance.  If this is not checked, the secondary claims have not been forwarded and the user will need to proceed on processing the secondary claim(s).


To archive the secondary claims that are auto forwarded:

Apply all criteria if need be.  Before showing the charges, go to the Advanced. Check the option ‘Produce a paper copy’. Now, click on ‘show charges to be filed.’  It is recommended to work all your claims before marking the auto forward as filed.


Select the secondary claims that are marked as auto forward that you want to mark as filed.  The claim type field can be filtered by primary and secondary.  Please click here to see article on Grouping By Column Headers.  It is recommended to Group the Column Headers as this is guaranteed to have a successful results on archiving the secondary claims.  Once finish, click on ‘Produce Claims.’


Remember not to submit the secondary claims to the clearinghouse or print them out as this may cause duplication.  Depending on your clearinghouse, you may be charged for duplications.  Click on ‘Mark As Filed’ and then ‘Ok.’



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