Why Claim Not Final in Synergy

To understand the common reasons a claim remains a Initial Claim status and does not convert to a Final Claim.

First 30-Day Claim

• Reason:
  The claim end date has not yet passed.
  
  
• If the end date has passed:
  
  • Try resaving the Plan of Care. This can trigger the system to reassess the claim status.
    
    

Second 30-Day Claim

• Reason:
  The claim end date has not yet passed.
  
  
• If the end date has passed:
  
  • Check if the patient has a new status that needs to be reported (e.g., Recertification or Discharge).
  • If missing, add the appropriate status along with any required documentation (e.g., discharge summary, recert orders).
    
    

Reminder:

Claims cannot convert to Final until all required conditions are met.

During Server reset, EMR runs a quick check on all claims and will convert to Final claims accordingly

This FAQ was generated based on Synergy AI/EMR App Version 7.0.38.36159 and Dashboards Version: 7.0.38.14741

Important: The information in this FAQ is based on the software version available at the time of publication and is subject to change. Please use the software responsibly. HealthCare Synergy is not liable for any issues resulting from outdated or incorrect use of this information.