Office Therapy - How to convert to the HCFA 02-12 format
The new HCFA format is the 02/12. If you have noticed missing information or having issues with your HCFA, the format of HCFA has not been converted to the new format.
To convert all insurance companies to the 02/12 format:
To convert individually insurance to HCFA 02/12 format or to verify conversion:
HCFA 1500 08/05 example:
HCFA 1500 02/12 example:
Go to File, select Administration, then choose Maintain Electronic Filing Information
Make sure that Electronic Filing Status is set to active
Click on Insurance Companies Filing Electronically tab
Move ALL Companies from the Excluded to the Included list. Use the 
to move all companies or you can select each individual companies and then use 
to move into the Included column.
to move all companies or you can select each individual companies and then use to move into the Included column.Use the drop down menu next to Convert all included companies to produce and select HCFA 1500 02/12Format.
Click on Convert Format. There are no indication that this was formatted but can be verified by going into the Insurance Setup
Click on Cancel. DO NOT CLICK OK AS THIS WILL TURN ON ELECTRONIC FILING. If this happens, you will follow the steps above and move all companies to the Excluded column.
A message will ask if you would like to save changes, click No
Go to the Insurance Companies list
Highlight the insurance and double click to open the Insurance Setup
The Paper Filing Format should show HCFA 1500 02/12 Format.
If it is set to HCFA 1500 08/05 Format, use the drop down and select HCFA 1500 02/12 Format. Click Ok when finished.