This rule allows for the creation of a new claim with multiple dates of service without needing to reconfigure the service billing profile.
Workflow
Let's review how to create a claim rule that allows multiple services on a claim!
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- Navigate to Management Center > Claim Rules.
- Click Create Service Grouping Rule.
- Select the Practice.
- Next, give the rule a name.
- Select Conditions to create criteria a claim should meet before the rule will apply.
- Under Service, update the dropdown with the service you want the rule to apply to.
- Next, under Set Values, click Set Allow Multiple Dates Per Claim To.
- Update the toggle to Yes.
- Click Save to complete the process.
- Navigate to Management Center > Claim Rules.
Box Number(s)
- UB-04: Box 45 - Service Date
- CMS-1500: Box 24a -Service Lines
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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