Currently, once insurance is marked as inactive it cannot be made active again (without creating new and re-entering). Please make it so you can change the status back to active again.
I realize this idea is posted here already and marked as complete, however, it has been my experience that this "check" system does not work. Please let us submit claims and see right from Theranest that they are being billed to the correct company. Or, set it up where we have the option to select previous insurances on file (like when it asks us to select primary or secondary insurance when billing a claim).
This continues to be a significant issue for our agency. When we have a denied claim and have to resubmit, we have to go through so many steps to deactivate and activate insurance and it loses the history and changes the effective dates, which is not accurate.
Ditto what everyone else has said about this issue. I have worked with 3 other billing softwares, and the all had the ability to toggle between 2 insurances or to make the insurance specific to the claim.
Hey, whenever a patient switches to a new insurance policy, and *everything* goes smoothly, I have no complaints. However lots of things can go wrong, so I hope TN will change something regarding the archiving of insurance policies. Why can't we simply "un-archive" a policy in order to submit a corrected claim to the prior insurer, then "re-archive" it after we're done? The way it stands now, I have to permanently archive the current, active plan and then enter a whole "new" plan [which is the old terminated plan] in order to submit a corrected claim. Then archive the duplicated old plan and enter the current one as a whole "new" but duplicated plan. This is such an incrediblly cumbersome process, and sure enough I had a couple things go wrong with this one patient and now he has a list of insurance policies as long as my arm, but he only ever had two policies: one until June and a new one beginning in July. Please fix this TN. Please allow me to toggle between policies when need be. I can only imagine how insane this process would've been had this patient not mentioned a secondary policy, leaving us in a recoupment mess and an incredibly cumbersome insurance policy archiving problem.
Thanks for listening!
There are may times we have to go back and rebill and old claim under a now terminated plan. You should be able to reactivate a plan vs having reenter and have duplicates
Yes, please! We have clients that have active coverage but want to do self-pay for a little while or something of that nature. In other cases we've had to resubmit bills (claim adjustments) for insurances that are now inactive and it's a small nightmare working that in the system.
This is definitely something that should be able to be done easily, and to see which insurance the claims were sent to. Should be able to see a history of claim submission.
Please please make this easier! Our state insurance is now able to change a client from plan to plan, month to month without notifying anyone. We need to be able to toggle between insurances and have the ability to make them active or not active quickly! We also need to be able to quickly see which insurance a bill was originally sent to. Sometimes a client gets switched around and each time we have to re-enter it creates a confusing list of inactive insurances a mile long in their account because we also can't delete them! It's a source of a lot of headaches and extra work! It makes no sense that we can't reactivate and create a new timeline for that same insurance. While saving a history of the dates it was previously active so we can see how and when they had that insurance.
YES!!!! Currently once insurance is marked inactive it cannot be made active again (without creating new and re-entering). Please make it so you can change the status back to active again. This is so time consuming especially now with State plans switching client plans every couple of months. Please Theranest, fix this!
Agreed - sometimes its a mistake or we have to resubmit claims. Should be able to resubmit claims to inactive plans so long as the date of service was within the active plan date
We need to be able to re-activate termed insurance more easily. In some cases, we need to re-activate the former primary coverage (without terming their current coverage) so we can simultaneously send claims through with the former insurance dates of coverage as well as the dates with the new coverage. We need to be able to activate the old one temporarily and then de-activate it more easily - without impacting their current primary coverage.
In order to submit old claims to a presently inactive insurance plan there are many steps that the biller would need to take and this is a tedious process. I'd like to see a feature where inactivated insurance can be reactivated or the biller is given the option to select the inactive insurance as the payer to send the claims to.
I wish you could re-activate insurance. We have a lot of clients who use EAP but then switch back to their insurance and we have to re-enter in their insurance again since we cannot make the insurance active again.
This would save us many hours of work--reentering the insurance information because the notes are maybe not completed for a certain DOS and you send in a claim for a more current DOS then you have to reenter all the Insurance information again before you can submit the claims for an older DOS---This happens often. Also when a client doesn't know who the Prim and Sec Ins company's are and we have already submitted claims before the real Prim Ins is discovered then have to resubmit with the other or a different Ins. company. It would save lots of time and be very convenient if we could either make the active or inactive.
This would be an awesome feature!!!!! Especially for patients who change their insurance a lot and you have different insurances in different months. Otherwise, you have to just keep adding insurances and it is not ideal!!!!!
I agree. It also becomes a problem when the client has new insurance but a claim from the previous, inactive insurance needs to be resubmitted with a correction.
Currently once insurance is marked in active it cannot be made active again (without creating new and re-entering). Please make it so you can change the status back to active again.
