This article describes how to indicate Accept Assignment on claims from within MacPractice. Click the link for information on the purpose of Accept Assignment on claims.
The article does not touch on subscriber 'Signature on File', which is a related topic, as it impacts the payer's payment to the office vs. to the patient.
There are three main places within MacPractice where Accept Assignment is set.
The Insurance Reference
The provider accepting assignment can be indicated within the 'Provider IDs' tab > Provider Accept Assignment of the associated insurance reference. This needs to be checked for each provider that accepts assignment from the payer.
The Claim Creation Window
At the time of creating a claim, the 'Accept' column in the claim creation table can be checked or unchecked to add or remove the 'Accept Assignment' indicator on the fly. When the 'Accept' box is checked or unchecked, the status will be mirrored by the 'Accept Assignment' checkbox in the lower-left corner of the claim creation window. Likewise, if you change the status of the checkbox in the lower-left corner of the window, the 'Accept' box in the claim creation table will check or uncheck to reflect that status.
Once an eClaim is created, the accept assignment status that was indicated in the Claim Creation Window is the status that will remain on the claim. Rebuilding an eClaim will not change the accept assignment status. If you wish to indicate a different accept assignment status on a claim, the claim will need to be recreated and the 'Accept' box will need to be checked or unchecked at this time.
New Claims Manager
As with the claim creation window from the ledger, accept assignment status can be enabled or disabled on the fly in the New Claims Manager.
Once the search for new claims has been run, accept assignment can be enabled or disabled for each individual claim in the 'Accept Assignment' column, before selecting the 'Create Claims' button, in the lower-right corner of the New Claims Manager window.
If the accept assignment status is to be the same for all claims, select the 'Check/Uncheck All (Accept Assignment) checkbox. Since there is no indicator to signify that only some of the claims have 'Accept Assignment' enabled, it is best to click the 'Uncheck All (Accept Assignment) checkbox, then click it again to ensure that all claims are set to accept assignment. Vice versa if you want all claims to go out without 'Accept Assignment' enabled.
As with creating an eClaim in the ledger, once an eClaim is created from the New Claims Manager, the accept assignment status that was indicated at the time the claim was created is the status that will remain on the claim. Rebuilding an eClaim will not change the accept assignment status. If you wish to indicate a different accept assignment status on a claim, the claim will need to be recreated and the 'Accept' box will need to be checked or unchecked at this time.
If the office wishes to accept assignment for all payers on all claims, this can be overridden in the eClaim template. This is usually determined at the time of the eClaims training. You can view whether or not this override is set by going to the eClaims ability. In the sidebar, twist down 'Template Values' and highlight your eClaim template.
Within the template, in the 'Override Values' panel, twist down 'Provider' and scroll to the 'Accept Assignment' field. If the box is unchecked, it is important that the proper status is selected at the time of claim creation. If it is checked, all eClaims will indicate that the provider does accept assignment.
If the 'Accept Assignment' status in the 'Override Values' does not properly reflect the office's intent, contact MacPractice support at 877-220-8418 to speak to an EDI support specialist for assistance in setting this up.