This article applies to Motivity Practice Management. It explains how to correct appointments on a billed claim and resubmit it.
Overview
This document outlines the step-by-step process for resubmitting claims after editing existing appointments or adding appointments to a claim within the Collections module.
Editing Appointments and Resubmitting Claims
Step 1: Navigate to the previously billed Claim
Go to "Collections" and open the claim that needs to be resubmitted.
Click on the invoice line to expand the invoices.
Select the black pencil icon to begin editing.
A claim open in the Collections module in Motivity Practice Management, with the invoice line expanded and the pencil icon.
Step 2: Open Appointment Selection
A confirmation message will appear.
Select "Proceed" to open the Appointments popup.
The confirmation message in Collections in Motivity Practice Management, with the Proceed button.
The popup displays all appointments associated with that invoice line.
The Appointments popup in Collections in Motivity Practice Management, listing the appointments on the invoice line.
Step 3: Edit the Required Appointment
Select the appointment you want to modify. (see image above)
The Edit Appointment popup will open.
Select the blue pencil icon inside the popup to enable editing for appointment fields.
The Edit Appointment popup in Motivity Practice Management, with the blue pencil icon that enables editing.
Editable Fields Include:
Authorization
(Only billable authorizations for the same payer and service are available)
Place of Service
Provider
Actual Start Time
Actual End Time
The editable fields in the Edit Appointment popup in Motivity Practice Management.
Step 4: Save and Resubmit
After making the necessary updates, select "Save".
You will see a pop up asking if you want to reset the provider signature.
Selecting "Yes" will remove the provider's signature from the appointment.
Selecting "No" will not change the signature.
Note: The option to reset the provider signature is left up to the user.
The prompt in Motivity Practice Management asking whether to reset the provider signature after saving.
Once all required edits are complete, select the blue Resubmit option on the claim to generate the updated submission.
The blue Resubmit option on a claim in Collections in Motivity Practice Management.
Adding Appointments to a Claim and Resubmitting Claims
Step 1: Navigate to the Claim
Go to "Collections" and open the claim that needs to be resubmitted.
Click on the invoice line to expand the invoices.
Select the black pencil icon to begin editing.
A claim open in the Collections module in Motivity Practice Management, with the invoice line expanded and the pencil icon.
Step 2: Open Appointment Selection
A confirmation message will appear.
Select "Proceed" to open the Appointments popup.
The confirmation message in Collections in Motivity Practice Management, with the Proceed button.
Step 3: View Available Appointments
The popup will display:
Appointments already present on the invoice line
Rendered appointments for the same Date of Service and same Service (this is determined by the contract settings)
If any rendered appointment has already been billed in an unposted batch, the batch number will be shown
The Appointments popup in Motivity Practice Management showing available appointments, with the Add option.
Step 4: Add Appointments
Select Add to include the selected appointment(s) in the claim line (see image above).
Select the popup once all required appointments have been added.
Step 5: Resubmit the Claim
Select "Resubmit" to submit the updated claim with the added appointments. The system will automatically record the resubmission code (box 22) as "7" to indicate to the funder that there was a correction.
The Resubmit option on a claim in Collections in Motivity Practice Management.