Before most of us post here there is ONE place we can find 99.9% of the answers. It' lies in the COMPLIANCE plan of either the healthcare provider or the billing company. Such questions as "my client wants to waive a copay..." or " what do I do with the secondary insurance?" and "can I bill a Medicaid patient for this service..." those answers SHOULD lie in the compliance plan. If you are asking them here or in any other forum that should mean either 1) there is no compliance plan or 2) it's not clear in the compliance plan. If you are a billing company acting on behalf of your client (health care provider) you NEED to get their compliance plan and you NEED to have your own compliance plan that tells you what to do in most circumstances. Asking here or on any other forum should be if 1 & 2 don't apply. If you are a billing company you require your clients to have a compliance plan and you also have one, it really is that simple.
The sad thing is that most medical billing courses, associations and business opportunity vendors are NOT educating our billing companies on this and what they should have in place. Yes, you need one.. if your vendor, billing course, or association is telling you otherwise they are lying to you. If they are not telling you at all than they are not doing due-diligence. YOU must have a compliance plan, and your clients must have one as well. PERIOD.