In TiQ, users have the ability to merge claims, allowing multiple claims to be combined into a single one. 

This feature is designed to streamline the claims process and enhance billing accuracy, particularly when managing multiple related claims. By merging claims, users can minimize errors, optimize the billing workflow, and gain greater control over their billing operations.

This guide will walk you through the process of merging claims in your practice and explain how ERAs and ledger line items will appear after the merge:

Navigate to Insurance iQ from the navigation bar or go directly to the client’s Insurance iQ through their profile.

In the Primary Claims tab, all individual and merged claims will be displayed, along with a Bulk Claim Options button displaying bulk actions.

By selecting multiple claims using the checkboxes on the left, you can access various bulk actions, including the "Merge Claim" option.

Important: To merge multiple claims into a single claim, the following conditions must be met:

• All selected claims must belong to the same client.
• You can merge a minimum of 2 claims and a maximum of 10 at a time.
• Only claims in Pending status are eligible for merging.
• Merged claims cannot be selected for merging again.

If any claim has different provider information:

• The provider details from the first selected claim will be retained.

After selecting multiple single claims for merging, click "Merge Claim" from the Bulk Claim Options button.

A confirmation pop-up will appear, notifying you that this action is irreversible.

After clicking "Proceed" to confirm the merge, a confirmation message will appear at the bottom, indicating that the merge was successfully completed.

Merged claims will appear as a single entry, displaying multiple service names and service dates from the combined claims. The original individual claims will be removed from the log, leaving only the merged entry.

Important: If a merged claim is archived and removed from the log, users will need to re-mark attendance for each appointment to generate new individual claims.

Note: When a merged claim is selected along with other claims, only the "Bulk Claim Export" option will be available under the Bulk Claim Options button, allowing you to export all selected claims.

When opening a merged claim, the claim form will automatically populate Box 24 with the details from the combined claims.

ERAs associated with merged claims can be accessed from the Insurance ERA tab by selecting the "View by Check" option. The ERA dropdown will display a single entry containing all service dates and service codes from the merged claims.

When using the "View by Line" option, the merged claims will appear as separate line items.

When opening an Insurance ERA for merged claims, all related claim details will be consolidated into a single ERA for easier reference.

Note: Secondary claims will also display information from multiple claims within the merged claim.

While the ERA will include details from multiple merged claims, the single transaction lines in the ledger for each corresponding event will remain unchanged and will continue to reflect individual insurance payments as usual.

Clicking on any service date within the ERA will direct you to the corresponding single line in the ledger.

For additional information about the Insurance Claim log, please refer to our Understanding The Insurance Claim Log guide.