Automatic Claim Setup

For the automatic claim feature to work correctly, several conditions must be met:

The insurance carrier must be attached to the patient’s responsible party before you enter the contract or post the procedures.

If no insurance carrier is displayed on the Contract window, open the Patient Information section of the patient chart and view the responsible party information. If no carrier exists, attach a carrier to the responsible party. If a carrier is displayed, use the drop-down list in the Carrier field, select Rank Ins. Co and set the rank to 1.
You must set up your preferences in the Insurance Claim Options window:
There are two steps in setting up the procedures option: First, in the Posting Procedures field, select the type of claim to create: Pre-Authorization, Actual, or One-Time. Then, select Create Insurance Claim in the Procedures window for the appropriate procedure codes. See Adding Procedure Codes for more information.

To set the contracts option, set the Entering Contracts field to Actual or Pre-Authorization. This enables the software to generate an insurance claim for the patient when you enter the contract. See Setting Up Insurance Claim Options for more information.