In the Main Menu, click Setup, Family/Insurance, Insurance Filing Codes.

Insurance filing codes are added to Insurance Plans to identify a claim type and are for E-Claims only. The most commonly used filing codes appear in the list by default.

To add a custom filing code, click Add.

Enter field information:

• Description: Name of the filing code.
• Eclaim Code: Code that is sent on electronic claim.
• Group: Groups are useful to query claim and carrier information. Select group from dropdown menu. Groups can be added or edited in Definitions: Insurance Filing Code Group
• Exclude 'Other Coverage' on Primary Claims: Determine if other coverage information is included on primary claims
  • Checked: If this filing code is used for an secondary insurance plan, other coverage information will not be sent on a primary claim.
  • Unchecked: If this filing code is used for an secondary insurance plan, other coverage information will be sent on a primary claim.
• Insurance Filing Code Subtypes: Click Add to create a subtype for this Filing Code. Subtypes can be added to the Insurance Plan.

Click OK to save.