Office Therapy – How to produce a paper claim in version 11 7 4 or older

Office Therapy – How to produce a paper claim in version 11 7 4 or older

Office Therapy – How to produce a paper claim in version 11.7.4 or older

You will need to turn off the electronic filing.  There are several different ways you can turn off the electronic filing.  

Using the Electronic Filing Setup

Go to File menu, select Administration, and click on Maintain Electronic Filing Information


You will want to turn electronic filing via the Provider and Insurance Company.  First, select the Providers Filing Electronically.

Select the provider(s) and move to the Provider Excluded list.  Use the  to move individual selection or  to move the entire provider list.  

**Please note the provider(s) you have turned off for electronic filing as you will need to turn it back on.**


Next, go to the Insurance Companies Filing Electronically tab


Select the insurance company(s) and move to the Companies Excluded list.  Use the  to move individual selection or  to move the entire provider list.  

**Please note the insurance company(s) you have turned off for electronic filing as you will need to turn it back on.**


Under the Electronic Activation tab, turn the Electronic Filing Status to Inactive.  Click Ok when finished.  


You should now be able to produce your paper claims.  Remember to move all provider(s) and insurance company(s) to electronic filing status and turn on electronic filing status as active.

Using the Provider/Insurance Company setup

Go to the Provider’s list

Select the Provider 


Click on Modify 

Under the Provider’s setup, uncheck Electronic Claims



Next, go to the Insurance Companies list


Select the Insurance Company



Click on Modify 

Under the Insurance Company’s setup, uncheck Electronic Claims

 

You should now be able to produce your paper claims.  Remember to go back into the Provider’s and Insurance Company’s setup to reactivate the electronic filing.