How to Submit Invoices to a Different Insurer from the One Specified in OCF-23 or OCF-18

This article will help you submit an invoice to an insurer that is different from the one you submitted an OCF-18 or OCF-23 to. (e.g., a patient’s Treatment Confirmation Form was approved by insurance company A, however during the treatment course their insurer changed, and now you have to invoice insurance company B).

OCF-21 C

1. Create a new OCF-21 C (latest version) invoice. For instructions to create OCF-21, see Create and Submit an OCF-21 article.
2. Leave the Plan Type field blank.
   Note: The HCAI system will flag the invoice as being exempt from having to reference OCF-23.
3. In the Comments box explain the issue, include information about the prior Treatment Confirmation Form (OCF-23), such as approved status, plan date, name of insurer and adjuster, and the HCAI document number.
   Important: You will want to provide as much details about the Treatment Confirmation Form OCF-23 submitted to other insurer as possible to speed up the approval process for you invoice (OCF-21).
4. Complete the rest of the invoice and submit.

OCF-21 B

1. Create a new OCF-21 B (latest version) invoice. For instructions to create OCF-21, see Create and Submit an OCF-21 article.
2. Leave the Plan Type field blank.
   Note: The HCAI system will flag the invoice as being exempt from having to reference OCF-18.
3. In the Comments box explain the issue, include information about the prior OCF-18, such as approved status, plan date, name of insurer and adjuster, and the HCAI document number.
   Important: You will want to provide as much detail about the Treatment and Assessment Plan (OCF-18) submitted to the other insurer as possible to speed up the approval process for you invoice (OCF-21).
4. Complete the rest of the invoice and submit.