From Patient Insured

Edit Register Error – Other Insured

This common Edit Register error seems to show missing patient information.

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Bring up the transaction in question and open the Ins 1&2 tab.

Next to the insurance company change the Relationship to Spouse (Child or Other is ok too). A new button called Insured 1 will appear to the right. Select that button to bring up a new window.

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The new window named Insured will show if there is any other insured information. This may indicate that a patient’s insurance coverage has changed. If you see another person’s information here, before making any changes, verify if information is missing or if this patient is now self-insured as compared to under a parent’s or spouse’s plan. If the fields are all blank, look at the Male/Female radio button. If either of those are selected it indicates that a record is being held, but it is blank.

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Scenario 1: If you determine your patient is under a spouse/parent plan, but any of the key information is blank, complete any missing fields in this window. Check the patient record in the same manner and add any missing information. Run the Edit Register again to verify your other insured’s information is complete. The Edit Register should be clean and empty from errors. You can now transmit this claim.

Scenario 2: If the insurance coverage has been verified as self-insured, right click in the Insured window to bring up a new menu. Select Delete this Insured or use the shortcut Ctrl + D to completely delete the other insured.

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Once this has been done, be sure to change the Relationship back to Self. It may be necessary to check the secondary insurance even if there is no secondary selected. Once the other insured is deleted and the Relationship status is set back to Self, always Apply and Save your changes. It is recommended that the patient record is checked for other insured information as well and adjusted if needed.

***Note: New transactions are designed to pull information directly from the patient record. If the insurance is incorrect on the patient record, the transaction will then be incorrect. Remember, when changes are made to the patient record and you hit apply or save, a popup will ask if you wish to apply these changes to all pending transactions. If you select ‘yes’ all transactions NOT in history will be updated, even if they are older or already marked completed. It is always a good idea to be aware of what transactions exist for the patient currently being worked on so changes are only applied to the appropriate entries.

The Edit Register should now be cleared from this error. If this error still exists on the Edit Register, go back and check your work.

Common mistakes can include:

  • Forgetting to change the Relationship back to Self before hitting apply or save
  • Clearing out the information without selecting Delete this Insured
  • Exiting the transaction or patient record without hitting apply or save
  • Forgetting to check the secondary insurance
  • Forgetting to check the patient record
  • Going back into the other insured after it has been deleted thus creating a new record
  • On the patient record “Use as Insured” is selected on the Bill To tab

If you have made these changes, double-checked your work and still find the error on the edit register call, fax or email technical support. We will be able to shadow you and watch your procedures or look through the data if necessary.

Keep in mind that the Edit Register only combs through the information for major flags that could cause a clearinghouse/payer rejection or denial of payment. A clean Edit Register will greatly decrease a clearinghouse or payer rejection. The decision on payment ultimately lies with the payer. If you submit a claim and follow up with the payer only to find out the claim was not received, check with your clearinghouse for a rejection reason.

If you ever have any questions or concerns please feel free to contact support at 1-800-840-6057 and selecting option 1 or emailing Futura.Support@oandp.com

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