How do I add a Claim?
Create an insurance claim. (You must have a PATIENT registered first)
In TRANSACTIONS click the payer you want.
Enter the amount you are billing the insurance provider (insurance credit) OR the amount the patient owes
Claim has been created. 1- Click the red detail button to see the 1500 form. 2-The $110 is "Pending." 3-The patient balance is $10.
The green blank "sent date" (arrow) is blank to show that the claim has not been submitted yet. To see all claims that need to be submitted click the CLAIMS tab at the top. The green blank is filled in with a date when the claim is submitted from the CLAIMS tab (usually for claims submitted through a clearing house).
The green blank "sent date" can be updated manually by clicking the "+" to enter todays date as the sent date (for example a VSP or EyeMed claim submitted on the web).