I am working with a new insurance company and they require a lot of prior authorizations. Most of the patients involved have the new insurance company as primary and then secondary insurance that is required on some procedures. I have read many helpful comments that have assisted in us working around submitting both at the same time (marking the primary insurance as completed so we can move on to the secondary) but I don't see where the claims are being preserved in the claim documents. I can print a copy of the claim but thought it was supposed to be in the claims documents as well. Is there something I am missing? My claim documents are empty.
To find documents that have been marked completed - Go to the patient transaction window > select completed claims on the express bar > select the claim > print copy to look at the claim or select review transactions on the express bar. They are not added to the document window. You can scan the EOB into the document window.