You can print claims that were created previously but not sent to insurance carriers.
To print a claim
How to get there
On the Home menu, under Insurance, click (or tap) Unsent Claims.
The Unsent Claims page opens.
How to get there
If the correct patient is not already selected, use the Patient Search box to access the patient's record.
Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.
On the Patient menu, under Insurance, click (or tap) Insurance Claims.
The patient's Insurance Claims page opens.
How to get there
If the correct patient is not already selected, use the Patient Search box to access the patient's record.
Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
On the Patient menu, under Financial, click (or tap) Ledger.
The patient's Ledger page opens.
Do one of the following:
On the Unsent Claims page, click (or tap) a claim. Claims displayed in the color green have a Ready status.
Important: Fix the problems for claims with a Warning (yellow) and/or Needs Attention (red) status before attempting to print the corresponding claim. To view and edit claim details, click (or tap) a claim.
On a patient's Insurance Claims page, click (or tap) a claim with a status of Unsent.
On a patient's Ledger page, click (or tap) a claim with a status of Unsent.
The Claim Detail dialog box appears.
Click (or tap) Print.
A confirmation message appears.
Click (or tap) Print to create a .pdf file of the claim.
Comments
0 comments
Please sign in to leave a comment.