Splitting Claims - How to Move Charges From Insurance Claim to Cash Claim
On occasion a pending claim may erronasouly contain both covered and non-covered services. As an example, you may have added an adjustment code and a therapy code but did not want the therapy code to bill to insurance. Instead your intent was the therapy code would be a cash claim (No Insurance Bill Claim).
There are two ways to move a charge from an insurance claim to a cash "No insurance bill" claim.
- Edit Fee Slip
- Edit Claim (Pending Claims)
Before we show you how to move a charge to "No Insurance Bill" to fix this situation, first let's go through the process on creating a claim and what the three charge status options mean.
Charge Status Options
- Charged - these charges will appear on an insurance claim and will have a charge amount
- Not Charged - these charges will appear on an insurance claim but will not have a charge amount
- No Insurance Bill - these charges will not appear on an insurance claim but will instead appear on a No Insurance Cash Claim
When editing your Fee Slip, you may click on this box to toggle between the three charge options.
Once the Fee Slip is saved, either one or two claims will be created.
Insurance Claim - Contains charges with statuses "Charged" or "Not Charged"
No Insurance Cash Claim - Contains charges with status "No Insurance Bill".
Moving a Charge From An Insurance Claim to a No Insurance Claim
If one finds a claim in the pending claim folder that contains a charge you want to move from insurance to cash (no insurance bill), follow these steps. This process can be done by editing a claim or by editing the Fee Slip.
Edit Claim
Edit the claim (from Pending Claims as an example).
- Locate box 24 > click on the splitting icon > select the procedure(s) you want to be moved to a "No insurance bill claim" .
- Click the airplane icon to finalize (save) these changes.
See the images below.
Once this is complete you with then see two claims in pending, one is the insurance claim and the other will be a cash claim with the codes you selected from the split.
Edit Fee Slip
This process works similary in Fee Slip (and is much easier). From Fee Slip simply select the charge(s) you want to be "No Insurance Bill" and toggle their status as such. Then save.
