Add or Remove Service Line Note

  • Updated

This rule will add or omit the service line note from professional claims.

Workflow

Let's review how to create a claim rule to add or omit the service line note from professional claims!

    1. Navigate to Management Center > Claim Rules.

    2. Click Create Claim Claim Form Rule.
    3. Select the Practice.
    4. Next, give the rule a name.
    5. Update the Claim Type to Professional.
    6. Select Conditions to create criteria a claim should meet before the rule will apply.
    7. Next, click on the Behaviors dropdown.
    8. Select Claim Form Service Line Note.
    9. Next, click Add.
    10. Update the dropdown to Omit.
    11. To create multiple behaviors, repeat steps 7-10.
    12. Click Save to complete the process.
       

Box Number(s)

Helpful Hints

  • If one of your conditions is payer-based, select Current Sequence Behavioral 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.
  • To read more about how to set up a claim rule to be effective as of a certain date, see the Scheduled Change Sets article. 

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