When generating a claim, all form fields are prepopulated for you using information from your insurance details, your client's insurance details, and the details on the invoice for the session. Before filing a claim, you'll want to make sure all your details, your client's details, and the CPT and Diagnosis codes are listed on the invoice.
ON THIS PAGE:
•Manually create an insurance claim for a booked session
•Set up automatic claim generation and Bulk Status Change for claims
How to manually create an insurance claim for a booked session:
Option 1
CREATE A CLAIM FROM THE INVOICE
Note: For a claim to be tied to a specific client and session, and to save you time filing out service/client/provider info, the claim should be made directly from the invoice.
1. Open the invoice for the session where a claim is required.
Method 1
A. Click the Sessions icon
B. Select the appropriate sessions list (Today, Week, History, All), then locate the session.
C. Click the Invoice shortcut ($ icon) under the INV column.
Method 2
A. Click the Billing icon.
B. Locate and click on the Invoice # for the appropriate session
Method 3
A. Select the Clients/Patients icon, and then click on the desired client’s name from the Active client list.
B. Click on the Billing tab within the client's chart.
C. Click on the Invoice Number under the Type column.
2. On the View invoice page, click the Create New Claim link.
3. If you have more than one insurance on file for the client you will select the appropriate insurance from the drop-down menu.
4. Select the claim type as Electronic or Paper.
5. The majority of the information will automatically populate onto the 1500 form. Review the form and make any changes if needed.
6. Click Save Complete to finish now and submit the claim, or click Save Draft to come back and complete the form later.
Note:
Electronic: Once an electronic claim has been saved as complete, the status will show as Ready. All claims with a Ready status will automatically be sent to the clearinghouse.
Paper: Once you are ready to print a paper claim, make sure to place the red 1500 form in the printer and not a blank sheet of paper. Printing does not print the form itself. The fields are pre-formatted to print the information you provide directly onto the red form. If the fields are not aligned when printing, see the 1500 Form Printing page.
To read the 1500 Health Insurance Claim Form Reference Instruction Manual Click Here
How to set up automatic claim generation and Bulk Status Change for claims
Please contact your account manager to discuss the options for automatic claim generation and bulk status changing for claims.
