More Info Providers Tab-Claim Level

Billing -> Patient Account -> New Charges Tab ->More Info


Billing->Patient Account->Claims tab->Select claim from list->More Info

The More Info dialog consists of several tabs for additional visit information needed by payers to process claims. Many specialties require specific dates, certification numbers, etc. Additional information can be added by clicking on the appropriate tabs. The information entered here will be at the claim level and will apply to all charges within the claim. Unless this additional information is required by the payer for your specialty, do not add any additional information.

For charge level only information, you can add information in the Charge Details by double clicking on a specific charge in New Charges tab or when editing charges in the patient Claims tab.

More Info Providers Tab (Use only to override Default Info)

More Info Providers Tab (Use only to override Default Info)

Use drop down options to overwrite existing Providers/Facilities at the Claim level.

Rendering Provider-Select only if rendering provider is other than the provider indicated in the Owner field at the top. Otherwise, leave blank.  

Referring Provider-If a referring provider is set up in patient demographics, it will automatically default to the Referring Provider tab.

Primary Care Provider-Select from the drop down list only if required by payer. Otherwise, leave blank.

Service Facility-Select from drop down list only if services are performed in a facility other than clinic's physical location indicated in Manage Groups setup.

Supervising Provider-Select from the drop down list only if required by patients insurance company for the services provided. Otherwise, leave blank.

Accept Assignment-To change Assignment for current visit to something other than default selected in Claims Options, select  Yes, No, or Lab Charges Only from the drop down list.

Note: Selecting Lab Charges Only will apply to electronic claims only, and will not automatically split lab charges from other charges for paper claims. If this option is selected and a paper claim is printed, the Accept Assignment box will default to No.