Some insurance payers require a claim filing indicator when you submit claims. This two-digit code tells the payer what type of plan is being billed. A claim filing indicator isn’t visible on the claim form itself, but is sent to the payer as part of the claim’s backend electronic information.
Note: Because most payers don’t require this information, you’ll only see an option to include a claim filing indicator if you submit claims to a payer that requires it. If you’re unsure which indicator to choose, we recommend reaching out to the payer.
To add a claim filing indicator to a client’s file:
- Navigate to the client’s profile
- Click Edit > Billing and Insurance
- Locate their plan and click Edit
- Open the Claim filing indicator dropdown
- Choose the correct indicator
- Click Save on the top right
If a claim was previously rejected for an incorrect claim filing indicator, you’ll need to delete and recreate it after adding the correct code to the client’s insurance information. This will add the indicator to the new claim’s backend information.