This error will occur after clicking on the Create Claims Button on the Create Insurance Claims tab.Several items are required in order to transmit an insurance claim.

Possible Solutions:

• Create a charge for the patient.

• Clear or correct the "Patient Type" drop-down filter.

• Clear or correct the "Provider" drop-down filter.

• Check the "Contracted" box by clicking Persons and Institutions | Insurance Companies | Provider Information.

• Clear or correct the "Facility" drop-down filter.

• Check the "Billing status" checkbox for the insurance company by clicking Billing | View/Edit Charges.

• Date of service was not included in the date range set when creating claims.

• Add a missing CPT code by clicking Billing | View/Edit Charges on the view/edit detail for the charge.

• Add a place of service by clicking Billing | View/Edit Charges on the view/edit detail for the charge.

• Add a missing diagnosis by clicking Billing | View/Edit Charges on the view/edit detail for the charge.

• Uncheck the “Charge to patient only” box by clicking Billing | View/Edit Charges on the view/edit detail for the charge.

• Clear or correct the "Insurance Company" drop-down filter.

• Add EDI ID to insurance company by clicking Persons and Institutions | Insurance Companies.

• Change the "Claims format" drop-down to "Paper".

• If the Primary insurance payment did not come in via ERA, it is not possible to submit secondary claims electronically.

• Ensure the Primary/Secondary button is set correctly for the type of claims to be submitted.

• For secondary claims, uncheck the "Crossover/dual coverage" box listed under the primary insurance tab by clicking Billing | View/Edit Charges

• For Medicare/Tricare, ensure that the "Accept assignment" box is checked by clicking Persons and Institutions | Providers.

• Ensure both Primary and add-on code are set to "Re-bill" by clicking Billing | View/Edit Charges.