Proof of Timely Filing

Updated: 07/09/2025 | Views: 8309

Generate a proof of timely filing (POTF) document in the Desktop Application (PM) for a claim submitted electronically to the Trizetto clearinghouse.

Notes:

POTF cannot be generated for claims that were billed on paper.
POTF can only be generated if the claim successfully submitted to the clearinghouse and received a tracking number.
For Self-Service Enrollments practices, at this time, POTF can only be generated for claims successfully submitted after May 8, 2025.
Timely filing requirements varies by payer, reach out to the payer for specific time frames.
This feature is not available for accounts formerly managed by Kareo Managed Billing (KMB).

Generate Proof of Timely Filing Find the claim then double click to open. The Edit Claim window opens. Click Action > Proof of Timely Filing. The Proof of Timely Filing window opens and the document generates. If there are multiple tracking numbers, select the tracking number for the date of submission needed. If there are multiple claims associated with the encounter, repeat these steps for each claim as necessary. To print the document, click Print on the lower left side of the window, or for Self-Service Enrollments practices, click the printer icon on the upper right side of the window. The Print dialog box opens then print the document using the computer's print function.
Proof of Timely Filing Examples POTF document example
POTF document example for Self-Service Enrollments practices