Can there be an easier method to move payment responsibility after insurance has been marked as inactive? Once the insurance has been marked as inactive, the balance is stuck as 'insurance' on the invoice.

Each year we have so many clients that will change to new plans, and while we gather all the information ahead of time, it just leads to still so much manual work on the 1st of the year that we need to do - billing for the last day of the month, then editing the insurance, adding in the copay, making that insurance effective, etc. Do you have an automated way that we can put in a new insurance with a future effective date, so that we may enter in all the information we gather at the time we receive it? We have heard from other platforms that they have a way to mark an old insurance with a future end date and add a new insurance with a future start date, would you have a way to accommodate this?

When a client starts using a new insurance plan, we are often still waiting for payments from their old plan. Please allow for claims matching with inactive plans.

Have a client's claim be billed to the correct insurance based on the effective dates, even if that insurance is no longer active.

Currently if the insurance is marked as inactive we are unable to bill the insurance even if the date of service was during the active period. then we have to go in and reneter all of the insurance info since we cannot reactivate the inactive plan. This defeats the purpose of entering an end date to the insurance. Also, we then have to remember to go back and mark the insurance as inactive after the session was billed.

We should be able to submit claims to an inactive insurance plan as long as the date of service is before the end date. Otherwise we have to manually re-enter the insurance information and submit the claim (or edit/resubmit it in some cases) and then deactivate the insurance again. Leaves a lot of room for error to potentially keep billing a closed plan.

When a patient gets new insurance it automatically changes the previous claims that were submitted to the old ins to the new ins. For example If you bill a claim for 12.28.19 under their Optum Ins and then they switched to Anthem for Jan and you bill a claim to Anthem on 1.8.20 . If the claim is still pending in the ledger the 12.28.19 claim auto changes to the insurance. That is very problematic.

Currently, when sending a claim to Awaiting Submission it automatically renders the payer as whatever current active primary insurance payer the client has on file. This is not ideal when dealing with claims that haven't been paid by an insurer that has been marked as Inactive.