Generate Proof of Timely Filing (POTF) from Payment Screen for Denied or Rejected Claims

What’s New

• Added a Generate POTF option under Patient → Billing → Payment → Add/Edit Payment.

• POTF can now be generated for:

  • Claims denied with Reason Code 29 (Timely Filing).

  • Claims rejected for timely filing without a denial or EOB.

• POTF generation uses data from existing system sources, including:

  • Claim details

  • Patient demographics

  • Payer information

  • Submission logs

• The option is available only for claims that have been submitted at least once (electronically or on paper).

• Generated POTF files are ready for download/print and can be attached to paper claim submissions.

• All POTF generation activities are logged for audit and compliance tracking.

How It Works

• Navigate to Patient → Billing → Payment → Add/Edit Payment.

• Open the payment record for a claim that has been submitted at least once.

• Click the Generate POTF option.

• The system retrieves information from the claim, patient demographics, payer record, and submission logs.

• A Proof of Timely Filing (POTF) document is generated automatically.

• Download or print the POTF and attach it to the resubmitted paper claim for mailing.

• The generation action is automatically recorded in the audit log with the username, date, and time.

Benefits

• Enables faster turnaround for claims rejected due to timely filing.

• Allows POTF generation without requiring a denial or EOB.

• Reduces manual documentation effort by auto-populating data from claim records.

• Improves payer compliance and reduces delays in claim resubmission.