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You do not have to retype the same patient, referring provider or payer on every claim. Once a claim has been confirmed, its patient, providers and payer are available to fill the next one, and a whole claim can be copied for a patient you bill regularly.

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Fill from an earlier claim

On an open claim, the Fill from an earlier claim card lets you find a patient by member ID, or pick a provider or payer you have billed before.
1

Find the patient

Under Member ID (box 1a), type at least three characters of the member ID and select Find patient. Matches show the name and “Member ID ending” the last four characters.
2

Choose the patient

Select Use this patient. The patient’s details are filled into the claim.
3

Pick a provider or payer

The list shows Referring provider (box 17), Rendering provider (box 24J) and Payer (box 11c) from your earlier claims. Choose one to fill it in.
4

Check what was filled

The boxes are filled for you to check. They join To check, and nothing counts until you confirm it. See Review and confirm a claim.
“No earlier confirmed claim has that member ID.” means nothing matched. The lists are empty until the clinic has a confirmed claim: “Providers and payers appear here once the clinic has a confirmed claim.”

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Copy a claim

1

Open a claim

Any claim, in any status.
2

Select Copy this claim

You see “Claim copied” and “Set the date of service on each line, then check it.” A new draft opens.
3

Set the dates and check it

The patient, provider, diagnoses and service lines are kept. The dates of service, the claim number and any original claim number are cleared, and the copy is a normal original claim, never a correction. Confirm every box, then mark it ready.
To correct or cancel a claim Medi-Cal already has, use Corrected claims and voids instead.

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Check it worked

  • The filled boxes appear in To check with the source of the value.
  • A copied claim opens as a Draft with empty dates.

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Common issues

Enter at least three characters.
Nothing has been confirmed yet. Confirm a claim first.
Try again. If it keeps failing, contact support with the time it happened.

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FAQ

No. They are filled in as your own typing, unconfirmed. You still confirm each one.
They are not a separate list. They come from the claims your clinic has already confirmed, so you manage them by managing claims.