Processing unattached procedures

On your location's Overview page, 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

1. If you are not already viewing the correct location, select it on the Location menu.

2. On the location's Overview page, click (or tap) the Unattached Procedures box.

   

   Notes:

   • This box displays the number of unsent insurance claims and a total of the charges for those claims.

   • This box is available only if your user role has the "Review Insurance" security right enabled.

   The Unattached Procedures page opens.

3. 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.

4. Select the checkbox of each procedure that you want to include on the claim.

5. Click (or tap) Create Claim.