PERMISSIONS REQUIRED: User must be logged in with staff credentials. User must have access to Billing section.
- Click the Billing tab.
- Click Insurance.
- Click the Claim Management tab.
- Select Clients from Filter By menu.
- Select client name from Client(s) menu.
- Click Get Claims.
- Select the checkbox for the Date Range of the claims.
- Select Generate Secondary Claim.
- Click Ok.
- Choose the Auth date range for the claims.
- Choose CMS 1500 without background. This makes the CMS1500 form printable.
- Click Ok.
- A PDF file populates which can be downloaded.
- Download the file.
NOTE: It will not print correctly on the CMS 1500 form if printed from this window.
NOTE: Attach the primary EOB to this printed claim and mail.