CO-ORDINATION OF BENEFITS

ONLY ONE INSURANCE LISTED IN SYSTEM – OTHER INSURANCE PRIMARY
Cld -------- @ --------------, spoke with ------------ said claim was denied / pended on -------- for want of COB information from patient. Inquired with rep, if they show another insurance as primary or this is a routine check from insurance. Rep said, they show another insurance as primary and was unwilling to provide the other insurance name and suggested we contact patient. Last letter was sent to patient on ------- date. Claim# ---------. Found no other insurance in system.
Please advice if patient provided any other insurance information during time of service. If yes, please update the insurance and set the claim to rebill. If not, please advice if we can transfer the balance to patient.
THINGS TO DO –
CREATE CLT 3 : DEMO / ELIGIBILITY TASK
CLOSE PS DM 3 : DEMO / ELIGIBLITY TASK IF AVAILABLE
ONLY ONE INSURANCE LISTED IN SYSTEM – ROUTINE CHECK BY INSURANCE

Cld -------- @ --------------, spoke with ------------ said claim was denied / pended on -------- for want of COB information from patient. Inquired with rep, if they show another insurance as primary or this is a routine check from insurance. Rep said, they do not see another insurance as primary as of now and this is a routine check to verify COB. Last letter was sent to patient on ------- date. Claim# ---------. Found no other insurance in system.
Please advice if patient provided any other insurance information during time of service. If yes, please update the insurance and set the claim to rebill. If not, please advice if we can transfer the balance to patient.

THINGS TO DO –
CREATE CLT 3 : DEMO / ELIGIBILITY TASK
CLOSE PS DM 3 : DEMO / ELIGIBLITY TASK IF AVAILABLE

TWO INSURANCE COMPANIES LISTED IN SYSTEM / ENCOUNTER –
Cld -------- @ --------------, spoke with ------------ said claim was denied / pended on -------- for want of COB information from patient. Inquired with rep, if they show another insurance as primary or this is a routine check from insurance. Rep said they show other payer as primary / unwilling to say if show other payer as primary. Last letter was sent to patient on ------- date. Claim# ---------. Found XXXXX is listed as secondary insurance in encounter / listed in patient’s demographics, Cld XXXX insurance, spoke with said they are secondary insurance for the payer / policy is no longer effective. 
Please verify if patient confirmed COB information with both the insurance companies. If yes, please verify which is the correct primary payer. If not, would you like us to bill the patient?
THINGS TO DO –
CREATE CLT 3 : DEMO / ELIGIBILITY TASK

CLOSE PS DM 3 : DEMO / ELIGIBLITY TASK IF AVAILABLE

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