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SOS Technical Reference Document
Copyright (c) 1994 by Synergistic Office Solutions, Inc.

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TOPIC..: Insurance Carrier Category / Form Type Mismatch
REVISED: 03/02/95

SUMMARY ----------------------------------------------------------------

No claims printed because no selected carriers had a carrier category 
(form type) that matched the one you chose on the insurance setup screen.

CORRECTION -------------------------------------------------------------

Review the form types that you have assigned to your carriers. You can
do this on an individual carrier basis by viewing the insurance carrier
information screen (select Insurance Co's on the PRACTICE menu). Form
type is the field right in the middle of the window, with the prompt,
"Carrier category for batches (Form Type)". If you have anything
in this field, you must put exactly the same thing in the
Carrier Category field on the selection screen when you set up to run
your claims (the first field in the "Selections" section of the screen, 
just above "Specific Provider").

If the form type field on the insurance company screen is blank, then the
form type field on the selection screen for your insurance claim run must
also be blank. If the first screen has a form type of "XYZ", then the
other must as well. Claims will print only for carriers with the
designated form type. You cannot print claims for more than one form
type in a single run.

A common error is the assumption that blank means "all form types". That
is not correct. Blank matches only blank.

To review all of the carriers, their form types, and the patients with
policies with each carrier, print or view the Patients by Ins. Co. report
on the PATIENTS menu.

 
Synergistic Office Solutions, Inc.
Voice: 352-242-9100        Fax: 352-242-9104

Copyright © 1996-2004 Synergistic Office Solutions, Inc. 
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