Medicare Patient Registration
When registering Medicare patients: it is important to correctly complete the Utility --►Insurance and the Registration --►Regular --►Patient Insurance screen for your secondary insurances. Failure to do so may result in rejections of electronically submitted claims. Please refer to the following when adding Utility --►Insurance records and when completing the Registration --►Regular --►Patient insurance screen.
Utility/Insurance:
• <COBA> field: Enter Medicare’s Medi-Gap code when applicable, refer to Medicare’s Medi-Gap list. (The Medi-Gap Insurance list is available on Medicare’s web page)
• <Claim Filing Indicator> field: Press [F2] and select the most appropriate code from the list.
Registration/Regular/Patient – Insurance screen:
Medicare as Secondary Payor:
• Complete the <Status> field as MSP.
Medi-Gap Insurance Plans:
Medi-Gap insurances are ‘Crossed Over’ from Medicare to the secondary insurance.
• Complete the Patient’s Secondary Insurance screen <Status> field as MG when the patient’s secondary insurance is on Medicare’s Medi-Gap Insurance list.
• Complete the Utility --► Insurance screen <COBA> field. Use Medicare’s Medi-Gap Insurance list to find the correct Medi-Gap code.
Supplemental Insurance Plans (i.e. AARP):
Supplemental insurances are ‘Crossed Over’ from Medicare to the secondary insurance. They do not have an assigned Medi-Gap code.
• Complete the Patient’s Secondary Insurance screen <Status> field as SP when the patient’s secondary insurance is on Medicare’s Supplemental Insurance list.
• The Utility --► Insurance screen <COBA> field should be left blank.
Non MediGap and Non Supplemental Insurances:
Non Medi-Gap and Non Supplement insurances are NOT ‘Crossed Over’ by Medicare to the secondary carrier.
• Complete the Patient’s Secondary Insurance screen <Status> field by pressing [F2] and selecting the appropriate code from the list. When none apply leave blank.
• The Utility --► Insurance screen <COBA> field should be left blank.
Medicare Primary with Medicaid or Medi-Cal Secondary Insurances:
Claims are usually ‘Crossed Over’ from Medicare to Medicaid or Medi-Cal.
• Complete just one insurance screen using your Medi/Medi insurance code, usually MM.
• Leave the <Status> field blank.
• Enter the patient’s Medicare subscriber number in the <Subscriber No.> field and the Medicaid subscriber number or Medi-Cal BIC# in the <Group No.> field.