Switch from Batch Claims to Submissions
With the introduction of the ability to Mark Claims as Submitted to State, the batch claims feature is now obsolete. This article will walk you through how to switch from Batch Claims to Submissions.
The First Step is to Turn Off Batch Claims
To turn off batch claims:
- Login at the sponsor level.
- Click on the Setup tab.
- Click on Sponsor Setup.
- Uncheck the box labeled "Batch Claims".
- Scroll to the bottom of the page and click "Save".
Batch Claims are Off - How Do I Group Claims Now?
If you were using Batch Claims, you were used to creating the batch and then creating claims. With state submissions, you do the reverse: make claims first and then group them together.
Once you have created all the claims that are ready, you will group the claims into submissions.
To mark a claim or group of claims as submitted to the state agency:
- Login as a Sponsor Admin user.
- Click on the green Claims tab.
- Click on the button to Mark Claim as Submitted to State.
- Select the claim month.
- Select the claims and claim adjustments you are going to submit to the state agency.
- Name the claims submission.
- Enter an expected payment date (optional).
- Click the green "Create Claim Submission" button.
What Can I do with State Submissions that I Couldn't Do with Batch Claims?
There are several ways in which State Submissions are an improvement over Batch Claims:
- Claim Submission Detail Report: you can run a comprehensive report of the claims and claim adjustments that are included in a submission, including the amount of reimbursement you can expect to receive.
- Splitting claims and claim adjustments into separate submissions: with claim batches, you couldn't mark a claim adjustment as a separate batch from the original claim. With submissions you can do that!
- Claim Export Reports by state submission: we can adjust the state agency export files to include only the claims and claim adjustments included in a specific submission.
- Payments: easier payment tracking by ACH or paper check based on state submission.