How to have a transaction appear on a future insurance claim after it has already been printed.
The obvious way is to demand the insurance claim and enter the date(s) of the transaction(s). This will override any 'flags' and will force that transaction to appear on an insurance claim - even if it has already appeared on a previously created claim.
Question: Is there a way to have this transaction appear in the 'full run' of insurance claims that you create from the main menu?
Discussion: When you create your insurance claims from the main menu (not by demanding them) a 'flag' is set in the transaction that will prevent that transaction from appearing on a future insurance claim.
Look at the transaction you want to change in the open item transaction lookup screen: (See the upper case 'I'? that means this charge has been printed on the primary insurance. The '-' next to it means there is no secondary insurance.)
Press the Edit/Revise button to see the next screen so you can change this flag.
Notice the 'Y' in the first position of this text box. This means that this transaction has been printed on the primary insurance.
Answer 1: You can always reprint this transaction by demanding an insurance claim with this date of service.
Answer 2: You can also right-click on this text box to get this display:
If you select number 1, you will set the flag to 'not printed' so this transaction will print again the next time you create a 'full run' of patient insurance forms. Note that all the insurance flags will be set, so if the patient has coverage by 2 insurance companies, both flags will be set.
Note that the text box has been cleared exactly the way it looks when this transaction has never been printed on an insurance claim. The 'Date of last insurance' text box still gives you the date that it was previously printed. If you do create a new insurance claim with this transaction, the 'Date of last insurance' will be changed.
Be sure that you press the 'Save this information' button anytime you make any changes or your changes will not be saved.
Now look at the open item transaction lookup screen. Note that now that transaction has a lower case 'i' which indicates that this traansaction has not been printed on the primary insurance claim.
