Changing previous paper claims to electronic
Once you change the ECS Number and assign the correct NAIC code on your insurances, this will affect future claims, but does not affect past claims.

To flag past, unpaid claims for electronic transmission you need to know the Insurance Code, or at least the first three letters of the Insurance Code(s) you want to find and change. For example, all the Aetna's should start with "AET" (For a single insurance such as Medicare, use the entire code, as with "MCNY"). To accomplish this do the following:

• Go to the main menu of Billing and click on Custom Invoice List.
• Click on More Choices to get the Find dialog below.

• In the Bal. From field and the Pri Ins field select or enter the insurance code you want to change from paper claims (ECS# = 0) to the new one (let's say 98 for he clearinghouse)
• In Insur Balance select >0 to find unpaid claims.
• If you want to restrict the search to a certain time from, enter the range of dates in the Date Created field (such as 8/1/2004...8/31/2004).
• Click Find when ready and a list will be created.
  

In the upper right section of the list view is the section below. All these records have the ECS number of "0" and we want to change them to "98". Therefore, I change the first record in the list to "98" and then click the  icon above ECS column.

At the dialog below I would be click Flag them. Next I would click the icon above the Clm column so as the rebatch all these records for processing.


This is the dialog you get next. Once again click Flag Them.


At this point all the invoices you found have been reassigned to the correct ECS Number and flagged for insurance processing.

Rebatching a previous sent batch
This is so easy you will not believe it. Let's say you have to recreate a batch of claims sent to ECS# 1 (Medicare) on a certain date. Do the following exactly!

• Go to the main menu of Billing and click on Custom Invoice List.
• Click on More Choices to get the Find dialog shown above.
• In the ECS# field (third row) select "1" for Medicare.
• Next, the in the ECS Dates field on the bottom left enter the exact date the file was create (you must enter the complete date, such as "8/1/2004" and not simply "8/1")
• Click Find to create your list.
• Check the records to make sure they look correct before proceeding the the next step
• Click the icon above the Clm column so as the rebatch all these records for processing (just as shown above)
  

Viola..the batch of records has been reflagged for processing!


last updated 9/12/2004