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Overview

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Info

The Plan: New and Plan: [name] pages are comprised of eleven pages are comprised of twelve tabs:

The Claims tab collects information for claim filing as it relates to either electronic or paper, claim options specific to the plan, and types of service that require referrals.

Note: This tab is not accessible from the Plan: New page until the General tab has been populated and applied.


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To open the Claims tab for new plan:

From the Home Page:
From the Menus:
Via Shortcut Keys: 
  1. Click Payers & Plans from the Admin list 
  2. Click Create Plan
  3. Populate the General tab
  4. Click Apply
  5. Click the Claims tab
  1. Open the Admin menu and select Payers & Plans
  2. Click Create Plan
  3. Populate the General tab
  4. Click Apply
  5. Click the Claims tab
  1. From the Payers & Plans page, press [Alt] + [P]
  2. Populate the General tab
  3. Click Apply
  4. Click the Claims tab
 
 


To open the Claims tab for existing plan:

From the Home Page:
From the Menus:
Via Shortcut Keys: 
  1. Click Payers & Plans from the Admin list 
  2. Select the plan to be modified
  3. Click Update*
  4. Click the Claims tab

*Alternate Navigation: Double-click the plan from the list

  1. Open the Admin menu and select Payers & Plans

  2. Select the plan to be modified

  3. Click Update*

  4. Click the Claims tab

*Alternate Navigation: Double-click the plan from the list

  1. From the Payers & Plans page, select the plan to be modified
  2. Press [Alt] + [U]
  3. Click the Claims tab



 

(Click an image below to enlarge.)

Plan: New Page / Claims Tab 

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Plan: [name] Page / Claims Tab

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Field Definitions

Field

Type

Required

Description

Generate Claims for this PlanCheckboxNoIndicates whether claims will be generated for the plan.
Electronic Claims Information
  


Options to specify claim filing related to electronic and paper formats.
Clearinghouse Drop DownYes The service that distributes claims to the correct insurance payer.
Payer ID Drop Down Yes

The identification number of the payer for which claims will be submitted for this plan. The ID uniquely identifies the payer for the clearinghouse.

This identification number is also referred to as the electronic claim configuration (ECC) number.

To quickly find a payer in the list, type one or more letters of the payer name.

Claim Type Drop Down Yes 

The type of claims generated for the plan.

Note: Electronic claims are generated for self-pay plans.

Billing Provider Type Drop Down Yes 

The provider who is the billing provider when claims are generated.

This information is based on whether the Practice Type is Group or Solo Provider. This option determines whether the group name or provider name is populated in box 33 on the claim form.

Select one of the following options:

  • Use Practice as Billing Provider  - The billing provider belongs to a group; select this option if the Practice Type is Group
  • Use Rendering as Billing Provider - The billing provider is an individual; select this option if the Practice Type is Solo Provider
Primary Claims Format Drop Down Yes

Used for filing primary claims. By default, this option is set to Electronic. If the plan uses paper claim forms, select one of the following options:

  • Drop to Paper: Select this option if claims are sent electronically, but printed at the clearinghouse

  • Self-Print: Select this option if claims are printed at the practice

If you select either option for printing paper claims, select the paper claim form from the Paper Claim Format field.

Non-Primary Claims Format Drop Down Yes

The format used for filing secondary claims for coordination of benefits. By default, this option is set to Electronic. If the plan uses paper claim forms, select one of the following options:

  • Drop to Paper: Select this option if claims are sent electronically, but printed at a clearinghouse

  • Self-Print: Select this option if claims are printed at the practice

If you select either option for printing paper claims, select the paper claim form from the Paper Claim Format field.

Paper Claim Format Drop Down Yes 

The list of the available paper claim forms (standard and custom). For example, CMS 1500 or Illinois DPA 2360 form. By default, this option is set to CMS 1500. Select the paper claim form to which you print claims.

Claim Office Number Free Text No The number assigned to the claim office as a secondary way to identify the plan.
Types of Service Requiring Referrals
 
 


Determines whether the plan requires a referral for a certain type of service or all types of service
Plan requires referrals for all types of service Checkbox No If checked, all the types of service are automatically selected.
Plan Claim Options
   



NPI Numbers Checkbox No 

Indicates whether the plan requires the provider NPI number for electronic claim filing. If the plan requires provider NPI numbers, record NPI numbers at the appropriate level.

  • If the practice requires NPI numbers, record group NPI number for general or facility-specific in the practice configuration.

  • If the provider requires NPI numbers, record provider NPI numbers for general or facility-specific in the provider configuration.

  • If the facility requires NPI numbers, record facility NPI numbers for general or place of service specific in the facility configuration.

By default, this option is selected. If the plan does not require NPI numbers, clear the checkbox.

Extreme Age Checkbox No 

Indicates whether the plan allows the extreme age modifier. If the plan allows the extreme age modifier, add the appropriate procedure to the general procedures in the billing and expected fee schedules for this plan.

By default, this option is selected. If the plan does not allow the extreme age modifier, clear the checkbox.


Note
Note:

In Connect Back Office, the 99140 procedure code can

be added

be added to cases with anesthesia procedures performed on patients that are younger than one year of age or older than 70 years of age.

A procedure record 99100 is appended to the case if the following are true:

  • The Plan allows extreme age modifier option is selected for the insurance plan
  • An anesthesia procedure is added to the case
  • The patient is of ‘extreme age’ (<1 or >70)
  • Procedure 99100 is not already on the case


Emergency ConditionCheckboxNo

Indicates whether the plan allows the emergency condition modifier. 


Note

A procedure record 99140 is appended to the case if the following are true:

  • The Plan allows emergency condition modifier option is selected for the insurance plan
  • An anesthesia procedure is added to the case
  • The case is marked as an ‘Emergency’
  • Procedure 99140 is not already on the case


Pre-AuthorizationsCheckbox No Indicates whether the plan requires pre-authorization for treatment. If this option is selected, a pre-authorization must be entered on cases in Connect Back Office.
Zero Fee Amounts Checkbox No Indicates whether the plan allows zero fee amounts in claims. If this option is selected, all billable procedures, regardless of whether payment owed, will be included in the claim.
Narrative Record Checkbox No 

Specifies whether the plan includes the anesthesia date and time in box 19 in the claim. Upon selection of this checkbox, the checkbox for Plan includes anesthesia time in narrative is available.

This information can be overridden on the Additional Case Information tab in Connect Back Office when a charge is entered.

Group Numbers Checkbox No Specifies whether group numbers for subscribers are required on this plan. If this option is selected, group numbers for subscribers must be entered for insurance related information on the case in Connect Back Office.
PQRS Codes Checkbox No 

Indicates whether the plan accepts PQRS codes.

If you enter PQRS codes with a zero balance in the fee schedule, you must select Plan accepts PQRS codes and Plan allows zero fee amounts in claims.

Allowed Claims Checkbox No Select this checkbox to disable the handling of claims beyond secondary claims (i.e., tertiary claims).
Medicare Checkbox No 

Select this checkbox if the plan is a Medicare replacement product. Select this option for handling special requirements for secondary insurance.

Miscellaneous Plan Checkbox No 

Checking this option designates the plan as a miscellaneous plan under the parent payer. When a user selects this plan in charge entry or from the account, they will be prompted to update the plan name and address. This is useful when processing plans that are seldom processed and have no existing profile. You must create a Miscellaneous Plan for each payer for which you choose to use this option.

Physical Status Checkbox No 

The Convert physical status units to procedure minutes option adds 15 procedure minutes on the claim for each physical status unit billed on the case. For example, a case billed with a P4 (two units) and an original case time of 60 minutes will display as 90 minutes on the claim (two units x 15 minutes = 30 minutes added to the original procedure time value on the claim). Use this option only if a payer requires it.

Note
By checking this option, additional procedure minutes appear on the claim only; they do not appear on the Billed Charge Details, Preview Submission, or Submission Report.


Claim InquiriesCheckboxNoSelect this checkbox to allow claim inquiry to be generated.
General Excise Tax Radio Selection Yes If Allow is selected, a general excise tax is applied. By default, the Disallow option is selected. Note: Currently, this is only used for Hawaiian claims.
Apply to Claims Checkbox No If Allow is selected for General Excise Tax, this checkbox must be selected to apply the tax to the claims.
ICD-10 Effective Date Date (mm/dd/yyyy)Yes Entering a date in this field specifies the first Date of Service the system will start sending ICD-10 codes on claims. All Dates of Service prior to the date entered will be sent using ICD-9 codes.
Address Drop Down Yes 

This option specifies whether the plan requires the physical address of the practice or facility to be sent in the 2010AA loop of the electronic claim file. By default, the remittance address of the practice is sent in the 2010AA loop of the electronic claim. The options include:

  • Remittance Address
  • Practice Address
  • Facility Address 

 

 

 

 
Use facility specific custom billing provider addressCheckboxNoTo designate if the plan should use the facility-specific billing provider address.


 





 

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Payers & Plans

Payers & Plans Page

Payer / General Tab

Payer / Provider IDs Tab

Payer / Referring Physician IDs Tab

Payer / Facility IDs Tab

Payer / Group IDs Tab

Plan / General Tab

Plan / Statements Tab

Plan / Anesthesia Tab

Plan / Provider IDs Tab

Plan / Referring Physician IDs Tab

Plan / Facility IDs Tab

Plan / Group IDs Tab

Plan / Practices Tab

Plan / Paper Claim Options Tab

Plan / Electronic Claim Options Tab

Plan / Other Insurance Codes Tab

Configuring Payers

Configuring Plans

Updating Payers

Updating Plans

Deleting Payers & Plans

Cloning Payers & Plans

Copying Paper Claim Settings to Other Plans

 




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Tip Sheet:

 


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