⏩ How to Update Insurance/Claim Information, and Resubmit or Forward a Claim – Athelas

At a Glance

Incorrect insurance information (or any other incorrect information—service lines, ICD-10 codes, etc.) is one of the primary blockers for claim submissions.

Fortunately, Insights has a speedy solution to get these kinds of issues off your plate and back to payer responsibility.

This guide will help you quickly address issues of incorrect encounter data and then take appropriate action on a claim by resubmitting or forwarding to the next payer.

Here’s How to Do It

✳️ From Encounter Details

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Video Tutorial

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In short:

Edit the incorrect information on the encounter in question

Click Begin Review

Address any pre-submission errors or suggested edits (if applicable)

Select the closing option that best suits your needs (Resubmit to Primary, Forward to Secondary, etc.)

📊 Walkthrough and Notes on the Encounter Details update method

In the encounter’s Insurance section, you can add or update primary, secondary, and tertiary insurance information.

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Notes on Insurances Listed in the Dropdown Menus

The options that pre-populate these lists come directly from information that Athelas has extracted from your EHR.

The initial list only shows insurances previously associated with this patient.

If you click Create Insurance in one of the dropdown menus (primary, secondary, or tertiary), you can select from all known insurances associated with your practice. Fill in the new insurance information and click Create Insurance. This will now be a selectable option in the Insurance menus for this patient.

If you need a new insurance to appear here, please contact our account management team.

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Notes on Professional vs. Institutional Insurances

Note the CMS-1500 and UB-04 indicators in the header. These indicators appear when the selected insurance requires a specific claim type and will receive the corresponding form.

In the example above, UB will receive a UB-04 form, while Blue Cross will receive a CMS-1500 form. See each insurance’s ‘Payer Type’ information noting which is which.

Based on your selection of institutional and/or professional insurances, appropriate fields will be shown or hidden throughout the rest of these sections.

❓What is the difference between professional and institutional claims?

The services billed on professional claims are tied directly to the individual healthcare provider's actions – consultations, surgeries, therapy sessions, etc. Institutional claims bill for the use of the facility– room stays, use of medical equipment, and so on.

Once the insurance information is updated, click Begin Review.

If there are presubmission errors or suggested edits

Sometimes you’ll see errors that prevent you from closing out the encounter. For many of these, quick fixes to incorrect data are possible (a missing CPT code, incorrect facility information, etc.)

Use the Jump to Section button to get straight to the page with the issue.

If you can’t make sense of the error message, or can’t find the incorrect information, please flag the encounter to Athelas and we’ll look into it.

Once all information is updated, click Begin Review .

If there are no errors or suggested edits, select the closing option that best suits your needs (Resubmit to Primary, Forward to Secondary, etc.)

All possible options when closing an encounter

Save

Add to Patient Balance

Submit to Primary

Resubmit to Primary

Forward to Secondary

Resubmit to Secondary

Forward to Tertiary

Resubmit to Tertiary

Done! ☕

📅 From the Appointments Page

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We recommend using the Encounter Details method detailed above if you also need to take further action on the encounter, such as claim forwarding or resubmission.

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Video Tutorial

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How to Do It

Click into the appointment in question, open the ‘Actions’ menu, then select Patient Insurance.

Select their new insurance from the appropriate dropdown menu. If you simply need to update their existing information, click the pencil icon.

Once you’ve completed the updates, click Update Insurance, then click Save.

See the notes from the Encounter Details method for information on how these dropdown menus are populated.

Done! 🍵

📢 Further Assistance

We’re here to help! Please get in touch with support@getathelas.com if you’d like some hands-on assistance.