Insurance Claim Information on the Transaction Screen

After processing an insurance claim or pre-authorization, an additional line will appear automatically on the patient’s Transaction screen. This line will indicate the name of the insurance company that the claim was sent to, as well as the date the claim was printed.

Here is an example of how this claim line may appear:

CP-Sent Blue Cross
AP-Sent Blue Cross

The following information will be shown under the columns on the Transaction screen:

• Dr:
  • This will indicate the initials of the provider. If you have filed insurance for a provider other than the patient’s provider, this column will show that provider’s initials.
• T#:
  • This field will contain a number. The number indicates how many lines of treatment were on the claim form.
• Surf:
  • This field will contain the insurance company ID number.
• Description:
  • Description will show CP (Claim Primary) or (CS) Claim Secondary, followed by the insurance company name.
    • or
  • Description will show AP (Primary Authorization) or AS (Secondary Authorization) followed by the insurance company name.
  • The Description field will indicate a lower case “e” if the claim was sent electronically.
• Date:
  •  The date the insurance form was printed/sent.
• Code:
  • Code will show PCsnt if a primary claim was sent, SCsnt if a secondary claim was sent.
    • or
  • Code will show PAsnt if a primary pre-authorization was sent, or SAsnt if a secondary claim was sent.
• Fee:
  •  The total dollar amount of the treatment for the claim.
• Est. Ins.1:
  •  The estimated insurance portion based on the patient’s insurance plan.
• Est. Pat:
  •  The estimated patient portion. This is the difference between the Fee and the Estimated Insurance.
• B:
  • This stands for Billable, and will indicate an N for “no” since the insurance claim line is a non-billable code.
• Ins1. Clm:
  •  Each line of treatment will indicate the date the primary insurance form printed for that treatment. The insurance payment line will show the insurance claim date of the treatment to which the payment was linked.
  • The date the pre-authorization printed will also be indicated in this column for each line of treatment. When the complete date is entered for a line of treatment, MOGO will remove the Ins1Clm date for that pre-authorization.
• Ins2. Clm:
  •  Each line of treatment will indicate the date the secondary insurance form printed for that treatment.

You can quickly re-print a past due insurance claim or pre-authorization from the Treatment Status Reports, as well as from the Transaction screen, This is also available for electronic insurance claims.

• Right click on a past due insurance claim or pre-authorization claim code to open the popup menu. Select “View Claim Form”. The previously printed form will be sent to the screen.
• You can re-print the claim by clicking on the Print icon on the viewing screen.
• The insurance form will re-print with the original signature date.
• The insurance claim code on the Transaction screen does not change when you re-print an insurance claim in this manner.