Note: To adjust your printer to the CMS 1500 form, see Printer Adjustment for more information.
To print multiple claims, click on ‘Print Claims’ from the Home screen or select ‘Print Claims’ from Home tab > Print icon.
Select claims to print by entering a check in the checkbox next to the claim or select ‘Check All’.
Click on ‘Print Claims’ to quickly print claims or use the drop-down arrow to select ‘Print Claim’ which will open your printer dialog box, or ‘Print Preview’ to preview claims.
The print claims screen has three filter options:
‘Ready to Submit’ shows claims that:
•Status = Ready to Submit
•Method = Paper
•Bill
To = Primary or Secondary Payer
‘All Paper’ shows claims that:
•Status = Anything
•Method = Paper
•Bill
To = Anything
‘All’ shows all claims that:
•Status = Anything
•Method = Anything
•Bill To = Anything
TIP: If using the ‘red’ forms, use either ‘Preview Only’ or ‘Never’. Otherwise, a black form will print on top of the red form.
If using plain paper and need to print the form and you are using the ‘Print Claims’ window, select the ‘Always’ option in the ‘Print Form with Data’ selector.
If printing from a claim window, the program will use the option set in program setup. See Print Form with Data.
•The responsible party does not affect which service lines are printed on the claim.
•If the ‘Bill To’ is set to Final (Patient), and the claim is printed from the claim screen, the claim will print as a primary claim.
•Uncheck the ‘Print/Export’ service line check box on the Claim screen (available in the column chooser) to prevent an individual line item from printing. One or more service lines must be checked to save the claim.
•If a claim is not showing up on the ‘Print Claims’ list, make sure of the following:
o The claim submission ‘Method’ is set to ‘Paper’
o The claim ‘Bill To’ is set to a payer (not the patient)
o The claim ‘Status’ is set to ‘Ready to Submit’
o The correct ‘Claim Type’ is selected on the Print Claims screen
o You can also change the filter to ‘All’ and all claims will be displayed regardless of the claim status settings.
•Service lines are sorted first by date order then by the order of data entry. If you want to make sure you know the order of entry, you can add the SrvID column into the service line grid.
The program DOES NOT export or print
the service lines based on any type of grid sorting. Grid sorting is for the
user only.
At the claim level, you can also reorder the service lines for viewing purposes (without affecting the export/print order) by hovering your mouse over the Srvc Date field until the top or down arrow appears that indicates the current sort order.
•To ‘Lock’ a claim, check the ‘Locked’ checkbox on the Claim screen under Claim Information.
To set the default for Locking all claims when printing or exporting, go to Tools>Program Setup>Claim. Check the ‘Automatic Lock Claims After Print or Export’ box.
