How to Add a Claim to an Invoice for Insurer Billing

You will need to add a claim to an invoice if you want to bill Insurers and add Insurers and Insurance Codes before you can submit the claim. Claims are made against policies that have been added to the Patient profile.

Adding Claims to Invoices

Click on the Invoice (example, INV-3).
You have three options for adding a claim. You can Copy from a previous claim, add it to an Active Policy, or add a New Policy, then add your claim.
You add additional claims to the invoice (Secondary and Tertiary).

Important Note: Once a claim has been added, the estimated value will be based on the policy details (for example, Deductible, Co-pay, and Co-Insurance). If an Explanation of Benefits (EOB) has been added, the calculated values will be based on the EOB.

Adding Claims to Invoices

Click on the Invoice (example, INV-3).
You have three options for adding a claim. You can Copy from a previous claim, add it to an Active Policy, or add a New Policy, then add your claim.
You add additional claims to the invoice (Secondary and Tertiary).

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Adding Claims to Invoices

Click on the Invoice (example, INV-3).
You have three options for adding a claim. You can Copy from a previous claim, add it to an Active Policy, or add a New Policy, then add your claim.
You add additional claims to the invoice (Secondary and Tertiary).