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Match the reason that the insurance claim was rejected with the possible solution to the problem. -Total amounts do not equal itemized amounts charged.


A) Proofread numbers carefully from source documents.
B) Check for Sr., Jr., correct birth date, and verify the insured.
C) Refer to an updated diagnostic codebook and review the patient record.
D) Verify with the patient's medical record that all dates of service are listed and accurate.
E) Verify that the place of service is correct for the submitted procedure code(s) and fill in correct service code.
F) Refer to the current procedure codebooks and verify the coding system used by the insurance company.
G) Verify and submit valid modifiers with the correct procedure codes for which they are valid.
H) Total all charges on each claim, recheck the math, and verify amounts with the patient account.
I) Obtain data from patient during the first office visit on which company is the primary insurer.
J) Submit all attachments with patient's name and insurance identification number.

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For the following questions, refer to the CMS-1500 claim form illustrated in Figure 7-3 of the text. -What is the insured's ID number?

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For the following questions, refer to the CMS-1500 claim form illustrated in Figure 7-3 of the text. -What is the treating physician's NPI number?

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Match the reason that the insurance claim was rejected with the possible solution to the problem. -Operative report is missing from the insurance claim.


A) Proofread numbers carefully from source documents.
B) Check for Sr., Jr., correct birth date, and verify the insured.
C) Refer to an updated diagnostic codebook and review the patient record.
D) Verify with the patient's medical record that all dates of service are listed and accurate.
E) Verify that the place of service is correct for the submitted procedure code(s) and fill in correct service code.
F) Refer to the current procedure codebooks and verify the coding system used by the insurance company.
G) Verify and submit valid modifiers with the correct procedure codes for which they are valid.
H) Total all charges on each claim, recheck the math, and verify amounts with the patient account.
I) Obtain data from patient during the first office visit on which company is the primary insurer.
J) Submit all attachments with patient's name and insurance identification number.

Correct Answer

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A physically clean claim is one that has all of the necessary information required reported on it.

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Match the type of insurance claim with the correct description. -An insurance claim that is submitted with errors.


A) Clean claim
B) Dirty claim
C) Electronic claim
D) Incomplete claim
E) Invalid claim
F) Paper claim
G) Pending claim
H) Rejected claim

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When a non-physician practitioner sees a patient in the office, while another physician in the practice provides direct supervision, the claim can be billed to Medicare using the physician's NPI, referred to as ______ services.

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When completing a claim form for a patient who has group insurance coverage, it is important to complete all information regarding the patient's ___.

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For the following questions, refer to the CMS-1500 claim form illustrated in Figure 7-3 of the text. -Who is the physician who treated this patient?

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The AMA was named in the administrative simplification of the HIPAA of 1996 as the authoritative voice regarding national standard content for submission of claims.

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Match the type of insurance claim with the correct description. -A Medicare claim that contains complete, necessary information but is illogical or incorrect.


A) Clean claim
B) Dirty claim
C) Electronic claim
D) Incomplete claim
E) Invalid claim
F) Paper claim
G) Pending claim
H) Rejected claim

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The appropriate method for entering the date of service (January 4, 2xxx) on a claim form is:


A) 1/4/xx
B) 01042xxx
C) 01-04-xx
D) 01 04 xx

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Signature on file may be indicated on the CMS-1500 claim form when a signed assignment of benefits form is retained in the patient's health record.

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Medicare providers who charge patients a fee for supplies and equipment such as crutches, urinary catheters, and walkers must send the claims to


A) their regional fiscal intermediary.
B) a specific DME fiscal intermediary.
C) TRICARE.
D) the patient.

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Health insurance specialists should be familiar with the paper claim, as there may be occasions where the practice experiences technical _____________ and is unable to submit claims electronically.

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According to OCR guidelines, all information on the CMS-1500 claim form should be typed in uppercase.

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To conform to CMS-1500 OCR guidelines,


A) do not fold insurance claim forms when mailing.
B) do not use symbols with data on insurance claim forms.
C) do not strike over errors when making a correction on an insurance claim form.
D) all of the above.

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The CMS-1500 is known as the


A) COMB-1.
B) basic paper claim.
C) attending physician's statement.
D) electronic claim.

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