How to Void or Close a TPL Policy or Medicare Span

After you add a policy or Medicare span, it cannot be deleted. You can void or close (terminate) a policy, as appropriate. You can close a Medicare span, but you cannot void a Part A or B Medicare span. You can void a Part D PBP span. However, for every Part A or B Medicare span, there must be at least one active Part D span; so you cannot void a Part D span unless there is at least one other span that is active.

However, you can delete what services are covered for an individual during a particular policy period in the Covered Individuals panel on the Policyholder & Covered Individuals tab of the TPL Policy page.

If you are voiding an active policy that has a beginning date before the current system date (a retroactive policy period or span), you must carefully consider all the processing steps that must be completed. Denied claims with service dates that fall within that period may have adjustment requests generated to reprocess the claims and pay the provider. If you are voiding a Medicare Part D PBP span, claims are not reprocessed.

For more detailed information on voiding and closing a policy or Medicare span, see About TPL Policy

Optionally, you can:

• View or add notes. To view or add notes for this record, on the action bar, click Notes.
• View audit details. To retrieve audit information, close any open panels and, on the action bar, click Audit Log. To view the details for a particular record, click Audit.
• Reset your entries. To clear the fields and remain on the page or panel, click Reset.
• Cancel your entries. To close the page or panel without saving your changes, click Cancel.

To void or close a policy period or Medicare span

1. On the Financial menu, point to Third Party Liability, and then click Policy.
2. Search for and select the policy or Medicare span you want to void or close.
3. On the TPL Policy page, in the Policy Period panel or in the appropriate panel on the Medicare page, locate the policy period or Medicare span that should no longer be used and do one of the following:
   • To void a policy or Medicare Part D PBP span, in the Void field, click Yes.
   • To close a policy or Medicare Part A or B span, in the End Date field, enter a date.
4. On the page's action bar, click Save.

See Also

TPL Policy (Policy Tab) Page

Medicare Page

About TPL Policy

What Is Third Party Liability?

About Financial

Version as of 5/16/14.