Reset a Submitted Claim to an Editable Date of Service

Chart Talk is process driven, so if the correct information isn’t in the DOS (SOAP Note Screen) then the claim won’t be generated corectly. To update information on a DOS and regenerate the claim you first need to get the DOS record out of Complete Status.
1. Reset Claim Status to New
A. From Reset Claim Screen, select and reset the claim staus to New by clicking the red circle in the action column.

THIS RESETS YOUR CLAIM AS IF IT WAS NEW

Only use this if your original claim will not get paid. If you want to use Chart Talk Auto-Post, this will remove all reference to the previous claim and you will need to apply any payments manually.

If you reset and resubmit a claim that has been paid, you may receive an adjustment on a future check that matches up with the duplicate claim that you submitted.

Reset Claim Screen — 1. Reset Tab
2. Filter for Submitted Claims
3. Roll Back

B. From the Billing Screen, select the claim and set the DOS appointment status back to In Clinic by clicking the red circle in the action column.

BillingScreenReset — 1. Billing Menu
2. Claim number
3. Roll back appointment status

2. Correct values on DOS and Complete

After you correct the values, new visit going forward will carry the information like date of onset, dignosis codes and code order, will be automatically populated. Start with the oldest claims first and make sure:

A. Date of Onset is completed.
B. Diagnosis Order is correct.
C. CPT codes and modifiers are correct.

When DOS hasd the correct information, click complete and the claim will be generated.

*If a payer always applies a modifer to a specific code, you can make a ‘Rule’ in the Payer configuration that will apply the modifer(s) to the code. If you do this ahead of time, it can help stramline your process. LEARN MORE

3. Submit as new for Medicare

From the Billing screen

A. Review the content of the claim by exapnding the details to verify.
B. Select Claim(s) and Submit