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In the Main Menu, select in the Tools column, click on Send Claims to bring up the following window:
You create a claim from the Account module for that patient. You can print directly from within the Claim Edit window, or you can use the Send Claims window shown above for batch processing. Once the claim is created and the status has been changed to 'Waiting to Send' it will show on this list. The setting in the Insurance Plan determines whether it will show as an e-claim or a paper claim. To print all paper claims, click Print. If you have selected some claims first, only those claims will print. You can also select e-claims as well as paper claims before clicking the print button if you wish to manually print e-claims. The Blank button prints a blank claim form.
To send e-claims, use the Send E-claims button. See the E-Claims section for information on how to set up and use e-claims. If you are using e-claims (X-12 only), you may see missing info in the last column. You will have to go to other places in the program to fix the missing info, then return here to continue.
After the claims are sent, their status is changed to 'probably sent' so that you have a chance to verify that they were sent. If there was a problem when sending, you can simply highlight the appropriate claims and click send or print again. Finally, you click the 'Status Sent' button which changes any claims with a 'probably sent' status to 'sent-confirmed', and removes them from the list. This process ensures that a claim does not get misplaced or lost someplace between the patient Account module and the electronic claims service or the printer