No new claims were created

Medisoft Problem:

– No new claims were created.  If you expected some to be created, check the following items

Solution:

1. The patient’s case needs at least one Insurance carrier.

Do this by making sure the Policy 1 tab has a valid Insurance Carrier selected, as shown below:

2. The filter used to select transactions for claim creation may be excluding all transactions that are eligible to be placed on a claim.

3. The transaction needs at least one insurance carrier that is responsible for payment.