When an insurance form has been completed and is ready to be submitted to the insurance company, where should a record be made?

Question

Quizplus · Accepted Answer

A record of the submission should be made in the insurance claims register for tracking and follow-up purposes. The patient's medical record may also include a copy of the completed form for documentation purposes, but this is not necessarily the primary location for recording the submission of the form. The patient's financial ledger card may be updated with information related to the insurance claim, but again, this is not necessarily the primary location for recording the submission of the form. No record should be made only after reimbursement is received, as this would not provide accurate tracking or follow-up information.

When an Insurance Form Has Been Completed and Is Ready