2. Standard form used
in medical offices
CMS-1500 Form
3. Electronic filing
◦ Electronic data interchange & standards
◦ Clearinghouses ensure claims are complete and
correctly formatted
Filing paper claims
◦ Used in limited situations
Filing Claims
4. Method of monitoring outstanding claims
Electronic claims tracking
◦ Available with most practice management
software
Claims follow-up
◦ Electronically-submitted claims: after 3 weeks
◦ Paper claims: after 6 weeks
Claims Tracking
5. Insurance payments are applied to a
patient’s account, with any appropriate
adjustment
◦ Payments are detailed on an EOB or RA
Insurance Payments
6. Secondary insurance is more common
today with dual income earners in
households
Once payment is received from primary
insurance, a new claim is created for
secondary insurance
◦ Secondary insurance often pays the balance
Attach a copy of the primary insurance
EOB to the claim
Billing Secondary Insurance
