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Claim FAQs

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How do I submit a corrected, voided, or replacement claim?

Tips for submitting claims can be found on our Claim Help Page. Users should always contact the payer to understand their billing specifications as CollaborateMD will only provide the instructions on how to make the changes in the application. Users must always ensure they are following the payers' billing rules to increase the chances of reimbursement.

Once the Frequency or Type of Bill is updated click here for instructions on how to resubmit a claim.

Why are claims not crossing over to the secondary?

A crossover claim is a transfer of processed claim data from Medicare to Medicaid (or state) agencies and private insurance companies that sell supplemental insurance benefits to Medicare. Forwarding the claim from the primary payer to the secondary payer is at the primary payer's discretion. CollaborateMD has no control over the primary payer forwarding the claim to the secondary payer. 

Where does the CLIA Number from the Codes Defaults populate on the Professional (CMS-1500) claim form?

This code default will populate the CLIA Number on the Charges tab, within the claim. Follow the steps below to view the field which will be updated:

  1. Go to the Claim section
  2. Open an existing Professional (CMS-1500) claim
  3. Go to the Charges tab
  4. On the line with the appropriate CPT code, select the Other button
Please visit the Code Defaults Help Page for more information related to the available default options. 

What is the purpose of Box 29 on the CMS-1500 Professional claim?

Box 29 reflects the amount paid or the amount of payment received from both the patient and any payers. In order to populate Box 29 on the claim, a payment must be entered to one or more charges on the claim. Use the links below to find step-by-step instructions for posting payments in CollaborateMD:

Why is the unit price not populating in the Charges tab when creating an Institutional Claim?

This is because Revenue codes are required on Institutional Claims. If a HCPCS code is added to a line item without a Rev Code, the Unit Price will not populate until a Rev Code is added to the line item. 

To add a Rev Code to your claim:
    1. Go to the Claim section > open the claim
    2. Click on the Charges tab 
    3. Enter your revenue code under the Rev Code column. 
    4. Click Save
To control which Default Price gets populated on the claim (HCPCS or Revenue Code price):
    1. Go to the Codes section > Fee Schedules tab
    2. Click on the Options button
    3. Under "On institutional claims, apply prices based on the" > select your preference (HCPCS Code or Revenue Code)
    4. Click Save

How can I send the HCPC description, instead of the Rev Code description, on an Institutional UB-04 claim that I've already created?

By default, CollaborateMD will use the Revenue code description for institutional, UB-04 claims whether printing or sending the claim electronically. In order to use the HCPC description instead, follow these steps:
  1. Go to the Claim section and open the claim for which descriptions need to be changed.
  2. Once opened, go to the Charges tab. 
  3. In the top left-hand corner, select the "Use Description From:" drop down and choose HCPC.
  4. Remove the codes populated in the HCPC column and click tab until all HCPC fields are blank.
  5. Either manually type or use the magnifying glass to select the HCPC codes again in the HCPC column. Note: You should see the descriptions change to the HCPC description as you make your selections. 
  6. Make any other changes necessary before clicking Save

How do I populate the P4 indicator in Loop 2300 REF01?

This loop and segment is needed to communicate with the payer the "Demonstration Project Identifier". In order to populate the P4 indicator, follow these steps:
  1. Go to the Claim section and open the claim.
  2. Once opened, go to the Additional Info tab. 
  3. Locate the Demonstration Project field and enter the identifier needed.
  4. Once your satisfied, click on Save

Why is a G2 quailifer populating in Box 24I instead of the ZZ qualifier?

Box 24I will populate the ZZ qualifier when the value being printed matches the provider's taxonomy specialty code. To verify the taxonomy codes:

  1. Go to the Provider section and open the provider. 
  2. Under the Provider Information tab, verify the code populated in the Taxonomy Specialty field. 
  1. Go to the Payer section and open the payer.
  2. Click on the Provider ID Numbers tab and enter the provider taxonomy code within the Individual column (Note: Ensure this code matches the one listed in the Provider section)
  3. Once your satisfied, click on Save

Why aren't claims leaving the system?

There are many reasons why a claim may not be leaving the system. Use the below options to verify what is preventing your claims for being submitted electronically.


Was the claim set to be sent today?

To validate if the claim was set to be sent today, follow these steps:

  1. Open the claim in the Claim section

  2. Select the Track button and choose to View Charge History

  3. Locate the last submission of Send to insurance via clearinghouse and verify the date on this line.


Note: If the date is today’s date, the claim will be submitted at 11 PM EDT, unless you are using Real-Time Claim Submission. If you would like to submit the claim in real-time, click here to enable this feature.


Is the claim complete?

To validate that the claim is complete, follow these steps:

  1. From the open claim, go to the Claim tab

  2. Above the patient’s name, ensure the Claim is complete checkbox is checked.


Note: If the box is not checked, check the box in order to save the claim as complete for submission.


Is the provider set appropriately?

To validate if the billing provider is set appropriately, follow these steps:

  1. From the open claim, locate the Billing Provider line

  2. On the right-hand side of this line, click the middle icon to open the provider on the claim

  3. On the Provider Information tab, verify that the claim mode drop down(s) have PROD selected. If not, click here to read more about changing the provider’s mode.

  4. In the Internal Use box, verify that a Submitter # is populated. If a submitter number is not populated, please contact the Support department.


Is the payer set appropriately?

To validate if the payer defaults are affecting submission, follow these steps:

  1. From the open claim, locate the Payer line for the payer the claim is being billed to

  2. On the right-hand side of this line, click the middle icon to open the payer

  3. On the Payer Information tab, verify the Server Processing Mode drop down does not say Do not send claims to the clearinghouse for processing. This option will prevent claims from being sent electronically to the clearinghouse.

  4. If necessary, use this drop down to update the selection for how the clearinghouse should process the claims, either electronically or paper to the payer.


If the Server Processing Mode is set appropriately, follow these steps to ensure the provider is active for this payer:

  1. From the open payer, go to the Provider ID Numbers tab

  2. Locate the line with the billing provider’s name

  3. Ensure the Active column drop down has Active selected. If necessary, use the drop down to update the selection.


Is the claim agreement authorized?

If the payer requires an agreement for the type of claim being billed, follow the steps found here to verify the agreement has been authorized by the payer. If the agreement is authorized use the Review Form button to verify the NPI and Tax ID authorized by the payer are the same ones being used on the claim.


After confirming the above are not affecting submission, please contact the Support department for further assistance.

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