Refile

Refile should be used when anything is updated on a visit or an existing plan. Example: if the policy number or group number were entered incorrectly and you need to submit a corrected claim, you could use a refile.  The re-file would print out the new data with the current date on the claim.  However, the claim will be aged from the original submission date.  If you have added a new plan code you should NOT Refile to the new plan; in this case use Reset Billing or if the plan bills differently, Reverse.

From the Ledger, Refile may be performed from the Billing View on an open claim by either right-clicking to invoke the pop-up menu, or selecting the Options button at the bottom of the screen.  Users can also perform refiles through the Followup Wizard.  Once the Refile is requested the system will ask if the claim should be refiled with the current insurance.  After selecting Yes, the system will then prompt the user to tell it how to file the claim. If a user leaves the "Force Refile To" field BLANK the system will file the claim as it was originally filed regardless of the paper/electronic setting on the plan setup.  A user should only utilize the "Force Refile To" field if OVERRIDING the claim filing for something other than what was originally filed.  For example, if a claim originally filed electronically but it needed to be refiled paper to attach additional documentation, the user would select PAPER in the "Force Refile To" drop down.  This will cause the claim to file paper.  If the user left the "Force Refile To" option BLANK it would file electronically because that is the way it originally filed.  In most instances you should leave this field blank to file the claim the same way if filed originally.

The Billing View of the ledger will display the Refiled claim in light blue as un-posted.  This means the claim will generate in the nightly closeout.