It is possible to change the form type in many patient insurance records quickly.
Question: Why would you need/want to do that?
Answer:
In 2007 a new CMS forrm was introduced. The problem is that some payers are able to accept it as required and some are not. The form layout is created based on the form type. In other words, if your form type '511' is set up to create the old form, then any patients that have 511 in the insurance record will be a candidate for creating claims. Below is an example:
a) Blue HMO is the primary insurance for patient 10001 and is set up to be on form 511 (the old form)
b) Green HMO is the primary insurance for patient 10002 and is set up to be on form 511 (the old form)
c) Green HMO requires the new form beginning March 21 and will reject the old forms after that date.
d) Blue HMO is not ready to accept the new form and will reject claims printed on the new form until September 10.
e) if you create form type 511, you will have some claims for both of these payers. Green HMO will reject all the claims that you send to them.
f) You need to set up a new form type: 512 that will print on the new form.
g) You need to change all patients with Green HMO insurance to form type 512.
h) You have a major problem because you have 5,800 patients with Green HMO insurance! How can you go into 5,800 patients and change all those form types?
i) the solution is below:
Press the 'Set the form type' button.
Enter the form type that you wish to change: example 512
You will receive this final warning before the program changes every patient with this insurance.
You will then see a message telling you how many patient insurance records were changed, if any.