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 CMS 1500 (02-12)" or "Insurance CMS 1500 (02-12) using pre-printed form".
- 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.
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.