How do I add a Claim?

Create an insurance claim. (You must have a PATIENT registered first)

Record up to 3 insurance providers in the PATIENT window

Record up to 3 insurance providers in the PATIENT window

Fred only has Medicare

In TRANSACTIONS click the payer you want.

In TRANSACTIONS click the payer you want.

If there is more than one, they will all be listed.  You can also add another payer in this window (green circle).

Enter the amount you are billing the insurance provider (insurance credit) OR the amount the patient owes

Enter the amount you are billing the insurance provider (insurance credit) OR the amount the patient owes

Say Fred has a $10 copay

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.

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).

1- The insurance claim was submitted to Medicare on 11/13/09.  2- When the insurance payment comes in click EOB to post it.

1- The insurance claim was submitted to Medicare on 11/13/09. 2- When the insurance payment comes in click EOB to post it.

There is another screenshot example at http://odlink.com/download/Creating_Claims.pdf