Resource Center

Billing

Generate Claim

User can request for a claim if the patient wishes their insurance company to be billed

  1. Navigate to Billing > Invoices section
  2. Click on the "More Options" (...) icon and select "Generate Claim" option
    Generate Claim
  3. Fill in the requried details in all the steps and click on "FINISH" to generate the claim
    Generate Claim

Generating PIF for Optum

  1. Navigate to Billing > Claims section.
  2. Click on the "More Options" (...) icon and select 'PIF for Optum' option.
    PIF for Optum
  3. PIF for Optum .txt file will be downloaded automatically

PIF Claim Data on CMS1500 Form

  1. Navigate to Billing > Claims section.
  2. Click on the "More Options" (...) icon and select 'PIF Claim Data On CMS1500 Form' option
    CMS1500 Claim Data

Download CMS1500 Form with Claim Data

  1. Navigate to Billing > Claims section.
  2. Click on the "More Options" (...) icon and select 'Download CMS1500 Form With Claim Data' Option
    CMS1500 Claim Data With Form
  3. .pdf file will be downloaded with CMS1500 Form With Claim Data

Batch Claim PIF

  1. Navigate to Billing > Claims section
  2. Click on 'Batch Claim PIF' option.
    Batch Claim PIF
  3. Select the claims and click on 'Download Batch PIF' button to download the file
    Batch Claim PIF

Edit Claim

  1. To edit the claim details navigate to Billing > Claims section
  2. Click on the "More Options" (...) icon and select 'Edit Claim' option
    Edit Claim
  3. Edit the claim details and click on 'Finish' to save details

Change Status

  1. To change the status of a claim navigate to Billing >Claims section
  2. Click on the "More Options" (...) icon and select the 'Change Status' option
    Change Status
  3. Select the status of the claim from drop down box
    Change Status
  4. Click 'Update' button to save the changes

Claim History

  1. Navigate to Billing > Claims section
  2. Click on "More Options" (...) icon and choose the 'Claim History' option. Activities such as Status change, adding notes, add/update payment details, adjustment, write-off, patient responsibility, etc. are shown.
    Change Status

Add/View Notes

  1. Navigate to Billing > Claims section
  2. Click on the "More Options" (...) icon and select 'Add/View Notes' option
    Add/View Notes
  3. Enter the notes in the pop up window
    Add Claim Note
  4. Click on 'Add' button to save the notes

Add/View Attachments

  1. Navigate to Billing > Claims section
  2. Click on the "More Options" (...) icon and select 'Add/View Attachments' option
    Add/View Claim Attachments
  3. Browse and add the attachments to be attached to the claim and tag appropriate 'Attachment Type'
  4. Click on 'Close' button to add the attachments

Add Payment/ Write-Off

  1. Navigate to Billing > Claims section
  2. Click on the "More Options" (...) icon and select 'Add Payment/Write-off' option
    Add Payment/ Write-Off to Claim
  3. Edit the required details
    Add Payment/ Write-Off
  4. Click on 'Add' button to save the changes

Adjust Payments / Edit Write-Off

  1. Navigate to Billing > Claims section
  2. Click on the "More Options" (...) icon and select 'Adjust Payments/Edit Write-off' option
    Adjust Payments / Edit Write-Off
  3. Click on 'Edit' link beside the payment
    Adjust Payments / Edit Write-Off
  4. Edit the required details
    Adjust Payments / Edit Write-Off
  5. Click on 'Update' button to save the changes

eClaim Transactions

  1. Navigate to Billing > Claims section
  2. Click on the "More Options" (...) icon and select 'e-Claim Transactions' option
    eClaim Transactions
  3. Here, you can see all the transactions that had happened against the selected claim.

Delete Claim

  1. Navigate to Billing > Claims section
  2. Click on the "More Options" (...) icon and select 'Delete Claim' option to delete the claim
    Delete Claim

Generate Secondary Claim

  1. Navigate to Billing > Claims section
  2. Click on the "More Options" icon and select 'Generate Secondary Claim' option
    Generate Secondary Claim
  3. Follow the steps and provide the necessary details and generate the secondary claim