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NOTE: Billing Manager Permission is required to view the billing section and have access to the CMS-1500 generator.

  1. From the main menu when logged in select Managers > Direct Billing > Transaction History.
  2. If so desired, fill out the search settings and then click the View Transactions button.
  3. Click the View link for the transaction that you wish generate a CMS-1500 form.
  4. All claims within the selected transaction will display.
  5. Click the Generate CMS-1500 button. This downloads a pre-filled PDF version of the CMS-1500.

That’s it! You have now created a CMS-1500 form to use as needed.

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