Creating primary claims

You can create primary insurance claims for your patients who have insurance. You should create an insurance claim each time an insured patient receives treatment. To create a claim, you must first enter and post a procedure to a patient's account.

To create a primary claim

1.   Select the patient you want to create a primary claim for.

2.   In the Accounts toolbar, click Create Insurance Claim.

A claim is created for all procedures with the current date posted for this patient.

Note: If you posted the procedures you are trying to create a claim for on a different day, you must first select all the procedures for the claim.

The Primary Insurance Claim window appears.

3.   In the toolbar, click Print.

The Insurance Claim dialog box appears.

4.   Do the following:

·        Claim – Selected automatically.

·        Attachment(s) – Select if there is an attachment to the claim.

·        Send to batch – Click to send the claim to the Batch Processor.

·        Send Electronically – Click to transmit the claim through your eClaims account.

Note: You must register with National Information Systems to submit claims electronically.

·        Print – Click to send the claim to your printer.