Edit Insurer or Referring Physician from Claims

Edit Insurer or Referring Physician from Claims Screen

For quicker workflow and efficient billing, there should be an option to modify the insurer or referring provider from the Claims screen (Daily or Unsubmitted) as opposed to Claim Details or right click option

Currently, the only workflow to edit the insurer or referring provider on a claim from the Claims screen is by opening to Claim Details or:

Insurer: Claims > Daily Claims > righ click claim line and choose Options > Change InsurerReferring Provider: Claims > Daily Claims > right click claim line and choose Referred By (search/select provider) > Ok

Preferred method is tabbing to the designated field such Insurer, and editing the space say, from PP to GOV (exactly like changing a procedure code). Client has quoted to have said: "I still think this is too many steps. My hands should not need to leave my keyboard to right click on Anything. "

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Oct 26 2016
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