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Greensheet Errors: Invoice item does not have valid Primary Insurance / Coverage
Greensheet Errors: Invoice item does not have valid Primary Insurance / Coverage
Updated over 2 months ago

Invoice item does not have valid Primary Insurance / Coverage

Reason for this Greensheet:

  • A date of service has to have a valid primary insurance policy/coverage that encompasses the date of service that is trying to bill out.
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What to look for and where to look for it:

  • Patient snapshot > Cases > Click on the desired case > Insurance / Coverage (on the primary policy) > Make sure there is a valid policy coverage for the date of service that is being billed out.
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How to correct:

  1. Current year is missing policy/coverage information - Click on Add New Insurance / Coverage for the policy year that is being billed out.

  2. Effective and Expiration dates are incorrectly set up - Click on edit > update the Coverage start and end date appropriately.

  3. Revalidate greensheet

Video:

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