Set Claim Type To

Some payers may request a different claim type than what you usually submit. For instance, Beacon Health might prefer Drug Screening services on professional forms, while BCBS requires them on institutional forms. 

When this occurs, we recommend you First, configure the service billing profile with the default claim type you'll send to most payers. Then, create a service grouping rule to send the alternative claim type to the other payers.

Workflow

Let's review how to create a claim rule to update the claim type!

1. Navigate to Management Center > Claim Rules.
   
    
2. Click Create Service Grouping Rule.
   
3. Select the Practice.
   
4. Then give the rule a name. As a best practice, we recommend using the affected payer(s) and the desired behavior to facilitate identification.
   
5. Adjust the order when applicable and select the service from the Service drop-down.

6. Select Conditions to create criteria that a claim should meet before the rule will apply.

   Note: Use the Claim Type as a condition when creating this rule. 

   

7. Next, under Set Values, click Set Claim Type to:.
8. Then select the desired claim type: Institutional, Professional, or Private Pay.
   
9. Finally, click Save to complete the process.
   

Frequently Asked Questions and Helpful Hints

Let's review some helpful hints and some more commonly asked questions!

Frequently Asked Questions

• The best way to determine if a scheduled change set is appropriate is to gauge how many claims will be affected. For example, if you want the rule to apply to previously billed claims as well as new claims going forward, create the rule without a scheduled change set. 
  
  However, if you want the rule to apply only to newly created claims, use a scheduled change set to instruct the system to look only for claims with dates of service on or after the set date. For more information on scheduled change sets, click here.
• If you are creating the rule to apply to previously billed claims, navigate to the Patient > Treatment Episode > Claims > Review Corrections section and click Check For Corrections. If corrections are generated, follow the process outlined here to complete the process. If no claims are flagged for rejection, click here to troubleshoot the rule why the rule may not be applying.

Helpful Hints

If one of your conditions is payer-based, select any applicable Current Sequence options instead of the Primary Behavioral Payer. This will ensure the rule applies to secondary and tertiary claims when needed. To read more about how to set claim rule conditions and order, see the Claim Rule: Setting Claim Rule Conditions article.