How to Batch Claims Using Carrier Category

At times it is desirable to batch claims according to a particular payor or payors. Examples include:

• Generating a batch of Medicare paper claims using the Medicare-specific formats.
• Generating electronic claim submission files for just selected payors.

The most efficient way to proceed is by using the Carrier Category setting on the Additional tab of your Carrier/Plan form (Lookups > Insurance Carriers/Plans).

Create and assign the same Carrier Category to each of the Carrier/Plans that you want to group together for insurance claim runs.

When it comes time to generate insurance, just specify the desired Carrier Category in the batch options to create a batch that contains only claims for those payors assigned to the specified category:

Note that even a blank category field is significant. If you have assigned certain payors to a category, they will not be included in the batch if you leave the batch option for Carrier Category blank. That is, a blank Carrier Category will match only those payors with no category selected on the Additional tab.

Print Friendly