How to print insurance claims in Medisoft

1. On the main menu, click ACTIVITIES, then CLAIM MANAGEMENT or the second button from the left under the main menu. 

2. The following window will appear:

3. To create claims for transactions you’ve already saved, click the CREATE CLAIMS button. Any new transactions not already on a claim will create new claims. After clicking the create claims button a window will appear, allowing you to filter the claims before creating them. You can choose to create claims based on: The Transaction Dates, Chart Numbers, the Primary Insurance, Billing Codes, Case Indicator, Location, Assigned or Attending Provider, or Amount.

4. For each claim the grid will display the Claim Number (generated by the system), the Chart Number (of the patient), the Insurance Carrier, the Status of the claim, the Media type (paper or electronic), the Batch Number, the last Bill Date, and the EDI Receiver. New claims will start with a “Ready to Send” status, a Batch Number of “0”, and no Bill Date. Once a claim is printed or sent, a Batch Number will be assigned, and a Bill Date will be populated.

5. Click the PRINT/SEND button to start the process. Note, only claims with a status of “Ready to Send” will be included. Because the Electronic process will vary from solution to solution we’re just going to look at printing Paper claims for now. With PAPER selected, click OK.

6. Next select which form you want to use. If the form has “W/ Form” in the name, it means it will print all the lines and boxes, and blank paper should be used. All other forms are designed to print to pre-printed forms. Most billers use the “CMS – 1500 02-12 (Primary) form for Professional claims, and the “UB04 (Primary)” for Institutional claims.

7. Once a form is selected click OK.

8.  The following window will appear with three options.  If you select “Preview the report on the screen” you will first be given a preview of the claim from which you can also print the claim.  The “Print the report on the printer” option will go directly to the printer, and will not generate an on-screen preview.  The last option, “Export the report to a file” is normally only used with certain 3rd party clearinghouses.  For now choose either of the first two options, then click START.

9.  Before the claims are previewed or sent to a printer, the Data Selection Questions screen will appear.

10.  The Data Selection Questions window allows you to narrow down the results of what is about to print.  You can leave all of the fields blank, in which case all available claims that can print will print.  Click OK to begin printing, or if you chose to first preview, you can print by clicking the printer button at the top of the preview.

11.  A batch of claims can also be printed by manually highlighting the desired claims in Claim Management, then clicking REPRINT CLAIM.

12.  To highlight multiple claims, you can use one of the following methods:

13a.  Method 1:  Click and highlight a claim, then hold SHIFT (on your keyboard), and highlight another claim.  Using this method, the two highlighted claims, and all claims in-between will also be selected, at which point you can then click REPRINT CLAIM.  Note, this will include claims of any status, even ones that are “Done” or “Sent”.

13b.  Method 2:  While holding CTRL (on your keyboard), click and highlight the desired claims.  You can click non-consecutive claims, picking and choosing the claims regardless of their position in the grid.  Click REPRINT CLAIM once the desired claims are selected.

14.  A message will appear, saying “If you continue, all claims selected will be assigned a new batch number and status.  Do you want to continue?”.

15.  Click YES.

16.  Select the desired form.  As mentioned previously; if the form has “W/ Form” in the name, it means it will print all the lines and boxes, and blank paper should be used.  All other forms are designed to print to pre-printed forms.  Most billers use the “CMS – 1500 02-12(Primary)” form for Professional claims, and the “UB04 (Primary)” for Institutional claims.

17.  Click OK.

18.  The following window will appear with three options.  If you select “Preview the report on the screen” you will first be given a preview of the claim from which you can also print the claim.  The “Print the report on the printer” option will go directly to the printer, and will not generate an on-screen preview.  The last option, “Export the report to a file” is normally only used with certain 3rd party clearinghouses.  For now choose either of the first two options, then click START.

19.  Because the claims are being manually selected, you will not see the “Data Selection Questions” window.




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