How to create a claim

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:

1. Go to Patient > Profile
   
   
    
2. Click on the “Insurance” tab.
   
   
    
3. Click on “Add New”
   
   
    
4. In the resulting pop-up, select the appropriate provider and fill in the necessary information, then click on “Save.”
   
   
    

Once saved, your claim will be available in the insurance area of the payment type window when creating an invoice. For information on how to bill to a claim, please click here.