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Status Completed
Categories Billing & Payments
Created by Elizabeth Marnix
Created on Aug 20, 2024

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Add billing automation exclusion rule for secondary payers

In the Billing Automations, add an additional exclusion condition to Automated Invoice Processing for secondary payers. Not all secondary insurances are able to be submitted via TheraNest.

App Type Provider App
  • ADMIN RESPONSE
    Jan 29, 2025

    A new Claim level Billing Automation exclusion rule is available for Invoice processing and Claim submission that will exclude primary or secondary claims.

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    • Starlain Saldana
      Reply
      |       Oct 31, 2024

      Agree! I am having to manually remove secondary claims DAILY that are getting automatically added to "Claims Awaiting Submission" tab. I do have an 'exculsion' set in the 3rd step of the automated billing process, but this is not working accurately. Or must not be the function of what that exclusion is in that step?

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    Invoice Processing Automation: Secondary Insurance

    In the Billing Automations, there should be additional exclusion conditions from Automated Invoice Processing. One of those being Secondary Insurance. Not all secondary insurance are able to be submitted via TheraNest - most need the primary insur...
    Elizabeth Marnix 7 months ago in Billing & Payments 0 Completed