Creating Paper Claims

Creating Paper Insurance Claims

To create paper insurance forms for the insurance payer, you must have the following setup screens completed:

  • Practice Setup
  • Billing Codes
  • Diagnosis Codes
  • Insurance Companies
  • Client Setup

Insurance Companies

There are two options in the 'What form to use' drop down box of the Insurance Companies under Codes Setup:

  1. "Insurance CMS 1500 (02-12)" or "Insurance CMS 1500 (02-12) using pre-printed form".
  2. Insurance CMS 1500 02/12 -- the system will create a PDF file that will print both the form and the date. You then print it on regular printer paper on your printer and mail. Most insurance payers except Medicare, TriCare and a few BCBS will accept this type of claim. If you are billing Medicare on paper, you MUST use the "Insurance CMS 1500 using pre-printed form" option. They require the form to be printed in a special red drop out ink that can only be purchased on the pre-printed form for use in their optical scanners.
Insurance CMS 1500 02/12 using pre-printed form -- the system will create a PDF file that will print only the data on a store bought, pre-printed form. If you choose this option, you MUST do some printer alignment adjustments prior to invoicing and printing your claims.  See Pre-Printed Forms for additional information on alignment.  Printer Alignment adjustments are done in the Practice Setup.
Client Setup
Complete all the normal Client Setup entry information.  See Client Setup help for more information.
Under Primary Insurance, select the appropriate paper insurance company.

Client Session

Enter the Client Session and save.

Invoice Clients and Insurance

Generate the Client Session, open the PDF file, print the claim and mail to the insurance payer.

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