The Third Party billing module enables you to create, reconcile and manage patient insurance claims.
Before completing this tutorial on how to file a claim, please first visit this tutorial on how to configure the module if you have not done so already.
Note: This is an optional module available for an additional fee. To learn more about how to add the module to your account, please call client care at 1 (888) 373-6996 for more information.
To create a new claim, follow these steps:
- Go to Patient > Profile
- Click on the “Insurance” tab.
- Click on “Add New”
- In the resulting pop-up, select the appropriate provider and fill in the necessary information, then click on “Save.”