Feature Requests

Dear Team, Can you please provide feature to generate the outstanding claims report along with last claim notes in intek Q? This will help us to identify the claims which remain untouched for a specific period of time & we can make sure that the claims are being followed up within the timely manner. Currently, we do have an option to pull out the outstanding claims report from the income aging report. However, it would have been great for us to get the claim notes in the outstanding claims export so we can work out on unworked claims. Thanks,

Please go vote on the claims/claims creation feature request (really even shouldn't be needed). There need to be major overhauls to the claims/create claims screen. 1) On the claims screen, you cannot sort by DOS, only by the date the claim is created. I understand that there can sometimes be multiple DOS, but in that case, list the most recent. Then on the create claims screen, it is SUCH a mess. 2) There needs to be a way to enter effective dates of insurance. I have claims from last year where the client did not have insurance, but there is no way to indicate that those are not billable to insurance. 3) if there is a DOS/service that says "prevent insurance billing," then why include it on the list?

As of now we are having to print the CMS 1500 form to PDF, then print the corresponding note(s) to PDF, then combine them into one PDF, then upload to Files in the client profile, and then fax. It is a lot of extra steps! It would be extremely helpful to be able to fax a claim with accompanying note directly from the client profile to avoid all these extra steps and potential errors.

I would like to be able to submit the remaining balance from the primary insurance claim to the secondary insurance

Please allow a tertiary insurance spot with claims and allow the clearinghouse to access in order to follow up on patient's 3rd insurance if the secondary denies.

I would like to be able to add a description of why a credit is being added to the balance. Example if a client pays a payment plan/ recurring payment there is no way for it to automatically be added as a credit or paid towards an invoice. We may not be able to add the credit the same day the invoice is paid but there is no where to add a note to indicate what invoice the credit came from.

Please consider fully integrating claims. Having to monkey around with creating an Office Ally or Trizetto account and connecting it to PracticeQ is cumbersome. You offer so many incredible features but not including this, at least as an optional add on, seems like a massive oversight.

It would be great to have more options to describe denied claims. I had a client whose claim denied because the insurance was inactive. We do not have the updated information on file if there is any. I LVM for the client and sent an email to request the information or the client would be considered Cash Pay. But, the status of the claim only has an option to show as denied even though I can select the claim has been reviewed. We need a free text status or another status stating insurance is inactive. We do not want to delete the claim because of the need for claim history when working on claims and patient responsibility. If new insurance is added, we want to create a new claim. But, while working claims, we don't want to see a claim that has been denied on the list that has already been worked on. If running reports, it looks like we have more denials that what we do even though the situation has been taken care of. Maybe the claim history needs to updated to show claim was billed to this insurance, then so and so insurance was inactive and then claim was billed to updated insurance. But, there needs to be a different option than showing denied. Maybe something that says "working" or "follow up".

It would be helpful to track changes made to the claims. Currently, when editing a claim for reprocessing it overrides the previous codes and other data and you can't tell what was changed.

I would like to ability to create a claim for billable services NOT tied to a specific client appointment. These claims would be created for remote monitoring, online digital assessment, phone evaluations, admin time, etc that are not tied to a client appointment, and therefore not viewable in their patient portal. The claim COULD be tied to documentation, as all of these services would be documented, and would need a date, CPT code, dx, etc, I just do not want to create an actual appointment to trigger the claim.