Display Claim Data in POTF When Responsible Plan Is None/Patient

What’s New

• The Proof of Timely Filing (POTF) report now retrieves claim data when the Responsible Plan is set to None/Patient.

• Claim data is sourced from the most recently generated claim or HCFA for the appointment when no active responsible plan exists.

• Existing behavior remains unchanged when a Responsible Plan is active.

• Key claim-level details are always included in the POTF report regardless of post-submission plan changes.

How It Works 

1. Navigate to Reports > Proof of Timely Filing (POTF).

2. Select the required appointment and generate the POTF report.

3. The system evaluates the appointment’s Responsible Plan.

4. If the Responsible Plan is set to None/Patient, the system retrieves claim data from the most recently generated claim or HCFA associated with the appointment.

5. If the Responsible Plan is active, the system retrieves claim data for the current responsible plan.

6. The POTF report displays complete claim information based on the applicable scenario.

Benefits

• Enables generation of valid proof of timely filing for appeals.

• Prevents loss of previously submitted claim data after plan changes.

• Supports denial and appeal workflows without interruption.

• Reduces billing staff rework caused by missing report data.

• Improves reliability and consistency of the POTF report.