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
  2. Click on Invoice section
    Generate Claim
  3. Click on the gear icon and select Generate Claim option
    Generate Claim
  4. Verify the details and click finish to generate the claim

Generating PIF for Optum

  1. Navigate to Billing
  2. Click on Claim section
    PIF for Optum
  3. Click on the gear icon and select PIF for Optum option
  4. PIF for Optum .txt file will be downloaded automatically

PIF Claim Data on CMS1500 Form

  1. Navigate to Billing
  2. Click on Claim section
  3. Click on the gear icon and select PIF Claim Data On CMS1500 Form
    CMS1500 Claim Data

Download CMS1500 Form with Claim Data

  1. Navigate to Billing
  2. Click on Claim section
    CMS1500 Claim Data With Form
  3. Click on the gear icon and select Download CMS1500 Form With Claim Data Option
  4. .pdf file will be downloaded with CMS1500 Form With Claim Data

Batch Claim PIF

  1. Navigate to Billing
  2. Click on Claim section
    Batch Claim PIF
  3. Click on Batch Claim PIF
    Batch Claim PIF
  4. Select the claims and click on Download batch PIF button

Edit Claim

  1. To edit the claim details navigate to Billing
  2. Click on claim section
    Edit Claim
  3. Click on the gear Icon and select Edit Claim option
  4. Edit the claim details and click on Finish to save details

Change Status

  1. To change the status of a claim navigate to Billing
  2. Click on claim section
    Change Status
  3. Click on the gear Icon and select Change status option
  4. Select the status of the claim from drop down box
    Change Status
  5. Click OK button to save changes

Add/View Notes

  1. Navigate to Billing
  2. Click on claim section
    Add/View Notes
  3. Click on the gear Icon and select Add/View notes option
  4. Enter the notes in the pop up window
    Add Claim Note
  5. Click on Add button to save the notes

Add Payment/ Write-Off

  1. Navigate to Billing
  2. Click on Claim section
    Add Payment/ Write-Off
  3. Click on the gear icon and select the Add Payment / Write-off option
    Add Payment/ Write-Off
  4. Edit the required details
  5. Click on Add button to save the changes

Adjust Payments / Edit Write-Off

  1. Navigate to Billing
  2. Click on Claim section
    Adjust Payments / Edit Write-Off
  3. Click on the gear icon and select the Adjust Payment / Edit Write-off option
  4. Click on Edit link beside the payment
    Adjust Payments / Edit Write-Off
  5. Edit the required details
    Adjust Payments / Edit Write-Off
  6. Click on Update button to save the changes

Delete Claim

  1. Navigate to Billing
  2. Click on Claim section
    Delete Claim
  3. Click on the gear icon and select Delete Claim option
  4. Click Ok to confirm