Classic: Enter Insurance Claim

← Insurance Billing

  • Go to a patient's treatment receipt. Ensure diagnosis & treatment codes are associated


  • Click Enter Claim button


  • Ensure CMS 1500 form is correctly filled out, then click Enter Claim button at the bottom.

Insurance Billing

  1. Classic: Enroll with Insurance
  2. Classic: List Enrollments
  3. Classic: Assign Enrollment to Patient Contact
  4. Classic: Check Patient's Insurance Coverage
  5. Classic: Enter Insurance Claim
  6. Classic: Check Insurance Claim Status
  7. Classic: View Insurance Claim Payment Report
  8. Classic: Managing Provider NPI
  9. Classic: Managing Organization NPI
  10. Classic: Recording ERA (Electronic Remittance Advice)

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