• Different primary insurance plans.
• Same primary insurance plan with different secondary plans or no secondary insurance plan.
• Different doctor numbers if the format is set to separate by doctor.
• Different ailment numbers or none.
• Different assignments (Y/N/E)
• Maximum number of procedures exceeds number allowed in the format.
• If line items with the same date of service, doctor, ailment, etc were posted on different dates, then billed separate claims, they can not be regenerated on the same claim form because the claim numbers stored on the activity record are different unless a transfer to (2)nd is done on all items.

Backdating Statement Bill Thru Date

When you have clients who say that their statements are not printing all the information currently entered, backdating the statements could be causing their problem. Backdating affects how charges, payments, adjustments, transfers and refunds appear on statements. The statement program looks at activity/pauments either in real time (current) or at the time the statements are being printed, depending on the bill thru date. If the bill thru date has been backdated, from the current date, items can be omitted from the statements.

For example, the site is running statements on the 20th of the month, but backdate the statements to the 15th. An account has items that are pending insurance payments and the statement format is set to print patient due items only. The insurance company paid on the 16th of the month, and the remaining balance was transferred to the patient. Since the items are currently patient responsibility they will print on the statements as patient due, but will not show any payments or adjustments applied to them because the bill thru date was the 15th.