Overview
Once you have created a claim batch in Crystal PM and processed this file through the OneSpot Claim Scrubber, you may need to correct your claims in your practice management system.
If this occurs, you will need to regenerate the claim(s), make the needed corrections, and then re-batch the claims.
Instructions
1. Log in to Crystal PM and access 'Reports.' From there, navigate to 'Financials' and then select 'Claims Report.'
2. Set the following search filters:
- Time: Set the start and end times as the date the claim file was created.
- Claims Report Type: Select 'CMS 1500.'
3. Select 'Generate Report.'
4. Once the report is generated, select the 'Batch ID' header to sort the report by Batch ID. All of the patients included in the same batched file will have the same Batch ID #.
5. Select the claim(s) you want to add back into the batch.
Tip: To select multiple claims at once, hold the 'Ctrl' button down on your keyboard.
6. Select 'Add Items to Batch.'
7. A message will display to ask if you'd like to add the claims to the batch. Select 'Yes.'
8. Close the 'Claims Report' screen.
Once this is completed, view the Crystal PM - Exporting a Claim Scrubbing File documentation to complete the steps outlined in the article.