Merging Incomplete Claims

Important! You cannot undo the merging of two claims. If you merged by mistake, go here to see what to do next.

When a new claim is imported that has a different run number but the same service date and level of service as another existing incomplete claim, an interactive warning message displays on the Account Verification screen that gives you the option to merge the imported claim with the existing incomplete one.

If you click Yes, merge this claim, the imported claim merges with the existing incomplete claim with the following results:

  • The mileage on the existing claim increases by the mileage on the imported claim

  • The base rate "Units" amount on the existing claim increases by one

  • The attachments on the imported claim are added to the attachments of the existing claim

  • Insurance included in the imported claim is available for use on the existing claim

  • An entry to the existing claim's audit trail indicates that another claim was merged into it

  • The status of the import record for the new claim is updated to "Not imported: merged into existing claim" with a link to the existing claim

What to do if you merged by mistake

When you merge an imported claim with an incomplete claim, the system makes modifications to the incomplete claim. To undo those modifications and import the claim again you will need to:

  1. On the incomplete claim:

    1. Change the loaded mileage back to the original amount

    2. Decrease the amount of the base rate Units by one

    3. Remove unwanted attachments

  2. Re-importing the NEMSIS file: The system looks at the eRecord.01 value in the NEMSIS file to determine if the file has been previously imported. If it has never seen this value before, a claim is created. If this value is not unique (this file was already imported) then a message displays on the Import Claims page that reads "Not imported: duplicate of existing claim." This is important to note as you will have to modify the eRecord.01 value in the NEMSIS file to successfully re-import the file into ZOLL Billing.

    Here is how to change the eRecord.01 value:

    1. Open the NEMSIS file.

    2. Hit Ctrl F and then type eRecord.01. You will find the value under <PatientCareReport>. It will look something like this:

    3. The eRecord.01 value must be unique so try adding a character or letter to the beginning or end of the eRecord.01 name. In the example above we added a "6" to the end of "Yargh."

    4. Save the file and then import it into ZOLL Billing.