Policy Number Override Section - Cal-PM

Specify a Policy Number for a certain date range for a particular guarantor.

Prerequisites:

• The Add Policy Number Override registry setting must be enabled to display this section.

• To populate an 837 bill, the Allow Policy Number By Date Sort registry setting must be enabled and the guarantor must be configured to Sort 837 Bills By Policy Number within the Guarantors/Payors form.

1. In the Policy Number Override Information table, click Add New Item.
2. In the Policy Number field, enter the policy number to be used.
3. In the Start Date and End Date fields, enter the date range that the policy number will be used.
4. If applicable, in the Group Number field, enter the group number.
5. Select Submit.