Working with Insurance

Printing Insurance Claims

You can print claims from the location’s Home tab and from a Patient Record tab.

• If you print a claim before submitting it electronically, you must change the status of the claim back to Queued for it to be submitted.

To print insurance claims:

1. On the location’s Home tab, select Claims > Claims Management.

A list of claims is displayed.

2. Use the Filter List options to refine the list, as needed.

3. Select a claim to print. The Claim Summary is displayed.

4. To view details, click View Claim Details.

5. Click Print Claim. A PDF file that can be printed is generated, and the status of the claim is changed to Printed.

Note:   A notification is displayed when you submit a claim electronically to the CSD clearinghouse with a status of Printed, or when you print a claim that has already been submitted, paid, or settled.

 

Related Topics

Adding New Insurance Payers

Editing Insurance Payers

Adding New Insurance Plans

Editing Insurance Plans

Setting Coverage Details and Benefits by Category on an Insurance Plan

Importing Coverage Details to an Insurance Plan

Setting Up Insurance Claim Processing

Managing Insurance Claims

Canceling and Resubmitting Insurance Claims

Submitting Secondary and Other Claims

Using ICD-10 Medical Diagnosis Codes and Submitting Medical Claims

Using CPT Codes for Medical Billing

Viewing Insurance Claims Statistics

Processing Unbilled Procedures

Skill Sharpeners