Setting Up Insurance Claim Processing

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To define how insurance claims are processed:

  1. Click your user name and then click Administration. The Administration tab is displayed.

  2. Select Practice Settings > Claim Rules. The Claim Rules for window is displayed.  

  1. Click Edit Insurance Settings.

  2. Under Claim Handling Rules, in the New Claim Handling field, select one of the following:

  3. Auto Transmit—Automatically queues generated insurance claims for transmission to the clearinghouse, provided that all claim requirements are met.

  4. Hold for Review—Places all generated insurance claims into a temporary hold state, allowing for a review prior to transmission of the claim.  

  5. The hold status enables you to print and review the claim before sending it.

  1. Click Save.

 

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

Managing Insurance Claims

Canceling and Resubmitting Insurance Claims

Using ICD-10 Medical Diagnosis Codes and Submitting Medical Claims

Using CPT Codes for Medical Billing

Viewing Insurance Claims Statistics

Processing Unbilled Procedures

Printing Insurance Claims

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