From the practice dashboard, you can view the procedures that are not attached to claims but for which the corresponding patients have insurance coverage, and then you can create claims for selected procedures as needed.
To create a claim
On the Home menu, under Location, click (or tap) Overview.
The location's Overview page (dashboard) opens.
Click (or tap) the Unattached Procedures box. This box is available only if your user account has the Billing Coordinator or Administrator role enabled. This box displays the number of unsent insurance claims and a total of the charges for those claims.
The Unattached Procedures page opens.
On the list of patients, leave the first patient selected, or click (or tap) a different patient.
The procedure options become available.
Note: For a procedure to appear, the service date of that procedure must fall within the coverage dates of a patient's insurance plan, and that procedure must be marked as billable to insurance.
Select the check box of each procedure that you want to include on the claim.
Click (or tap) Create Claim.