You can quickly create claims for procedures that are not attached to insurance claims. Also, you can edit any unattached procedure before you create a claim for that procedure.
Tip: You can create a claim for a patient's procedures while performing a patient checkout.
To create claims
How to get there
From the Home menu, under Insurance, clicktap Create Claims.
The Create Claims page opens.
On the Create Claims page, do one of the following:
To create claims for all procedures for all patients listed, leave the All check box at the top of the page selected.
To create claims for specific procedures for a specific patient, clear the All check box at the top of the page, and then, under the appropriate patient's name, select the check boxes of the procedures to include or the All check box to include all procedures.
Note: For an unattached procedure to appear on the Create Claims page, 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.
To edit a procedure before creating a claim for it, clicktap the procedure code link, make the necessary changes, and then clicktap Save.
To hide the procedures and show only the patient names, clicktap Collapse All.
To hide or show the procedures for a specific patient, clicktap the header with that patient's name.
Select the Place of Service for the claims that will be created for the selected procedures.
Note: You can change the place of service for a claim later if needed.
ClickTap Create Claims.
For each patient with procedures selected, separate claims are created for the service dates of the selected procedures.
For example, Billy has six unattached procedures selected with varying service dates:
Procedure 1 - 10/10/2013
Procedure 2 - 10/10/2013
Procedure 3 - 11/11/2013
Procedure 4 - 11/11/2013
Procedure 5 - 11/11/2013
Procedure 6 - 12/12/2013
Three claims will be created (one for procedures 1 - 2, one for procedures 3 - 5, and one for procedure 6).