PPS: Error: There Are No Insurance Claims to Transmit

This article applies to the Private Practice Suite
 

This error will occur after clicking on the Create Claims Button on the Create Insurance Claims tab.Several items are required in order to transmit an insurance claim.

Possible Solutions:

  • Create a charge for the patient.

  • Clear or correct the "Patient Type" drop-down filter.

  • Clear or correct the "Provider" drop-down filter.

  • Check the "Contracted" box by clicking Persons and Institutions Insurance Companies Provider Information.

  • Clear or correct the "Facility" drop-down filter.

  • Check the "Billing status" checkbox for the insurance company by clicking Billing View/Edit Charges.

  • Date of service was not included in the date range set when creating claims.

  • Add a missing CPT code by clicking Billing View/Edit Charges on the view/edit detail for the charge.

  • Add a place of service by clicking Billing View/Edit Charges on the view/edit detail for the charge.

  • Add a missing diagnosis by clicking Billing View/Edit Charges on the view/edit detail for the charge.

  • Uncheck the “Charge to patient only” box by clicking Billing View/Edit Charges on the view/edit detail for the charge.

  • Clear or correct the "Insurance Company" drop-down filter.

  • Add EDI ID to insurance company by clicking Persons and Institutions Insurance Companies.

  • Change the "Claims format" drop-down to "Paper".

  • If the Primary insurance payment did not come in via ERA, it is not possible to submit secondary claims electronically.

  • Ensure the Primary/Secondary button is set correctly for the type of claims to be submitted.

  • For secondary claims, uncheck the "Crossover/dual coverage" box listed under the primary insurance tab by clicking Billing View/Edit Charges

  • For Medicare/Tricare, ensure that the "Accept assignment" box is checked by clicking Persons and Institutions Providers.

  • Ensure both Primary and add-on code are set to "Re-bill" by clicking Billing View/Edit Charges.

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