{"id":620,"date":"2019-08-23T22:53:25","date_gmt":"2019-08-23T22:53:25","guid":{"rendered":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/?p=620"},"modified":"2021-01-28T23:01:35","modified_gmt":"2021-01-28T23:01:35","slug":"print-insurance-claims-in-medisoft","status":"publish","type":"post","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/print-insurance-claims-in-medisoft\/","title":{"rendered":"How to print insurance claims in Medisoft"},"content":{"rendered":"\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ast-oembed-container\" style=\"height: 100%;\"><iframe loading=\"lazy\" title=\"Printing Insurance Claims In Medisoft\" src=\"https:\/\/player.vimeo.com\/video\/355646992?dnt=1&amp;app_id=122963\" width=\"500\" height=\"269\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">1.  On the main menu, click ACTIVITIES, then CLAIM MANAGEMENT or the second button from the left under the main menu.&nbsp; <\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"720\" height=\"47\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/08\/image.png\" alt=\"\" class=\"wp-image-621\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/08\/image.png 720w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/08\/image-300x20.png 300w\" sizes=\"auto, (max-width: 720px) 100vw, 720px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">2.  The following window will appear:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"720\" height=\"184\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/08\/image-1.png\" alt=\"\" class=\"wp-image-622\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/08\/image-1.png 720w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/08\/image-1-300x77.png 300w\" sizes=\"auto, (max-width: 720px) 100vw, 720px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">3.  To create claims for transactions you\u2019ve 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. <br><br>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 \u201cReady to Send\u201d status, a Batch Number of \u201c0\u201d, and no Bill Date.  Once a claim is printed or sent, a Batch Number will be assigned, and a Bill Date will be populated.<br><br>5.  Click the PRINT\/SEND button to start the process.  Note, only claims with a status of \u201cReady to Send\u201d will be included.  Because the Electronic process will vary from solution to solution we\u2019re just going to look at printing Paper claims for now.  With PAPER selected, click OK.<br><br>6.  Next select which form you want to use.  If the form has \u201cW\/ Form\u201d 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 \u201cCMS &#8211; 1500 02-12 (Primary) form for Professional claims, and the \u201cUB04 (Primary)\u201d for Institutional claims.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"309\" height=\"221\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/08\/image-2.png\" alt=\"\" class=\"wp-image-623\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/08\/image-2.png 309w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/08\/image-2-300x215.png 300w\" sizes=\"auto, (max-width: 309px) 100vw, 309px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">7.  Once a form is selected click OK.<br><br>8.&nbsp; The following window will appear with three options.&nbsp; If you select \u201cPreview the report on the screen\u201d you will first be given a preview of the claim from which you can also print the claim.&nbsp; The \u201cPrint the report on the printer\u201d option will go directly to the printer, and will not generate an on-screen preview.&nbsp; The last option, \u201cExport the report to a file\u201d is normally only used with certain 3<sup>rd<\/sup> party clearinghouses.&nbsp; For now choose either of the first two options, then click START.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"273\" height=\"149\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/08\/image-3.png\" alt=\"\" class=\"wp-image-625\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">9.&nbsp; Before the claims are previewed or sent to a printer, the Data Selection Questions screen will appear.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"475\" height=\"226\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/08\/image-4.png\" alt=\"\" class=\"wp-image-626\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/08\/image-4.png 475w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/08\/image-4-300x143.png 300w\" sizes=\"auto, (max-width: 475px) 100vw, 475px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">10.&nbsp; The Data Selection Questions window allows\nyou to narrow down the results of what is about to print.&nbsp; You can leave all of the fields blank, in\nwhich case all available claims that can print will print.&nbsp; Click OK to begin printing, or if you chose\nto first preview, you can print by clicking the printer button at the top of\nthe preview.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">11.&nbsp; A batch of claims can also be printed by\nmanually highlighting the desired claims in Claim Management, then clicking\nREPRINT CLAIM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">12.&nbsp; To highlight multiple claims, you can use one\nof the following methods:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">13a.&nbsp; Method 1:&nbsp;\nClick and highlight a claim, then hold SHIFT (on your keyboard), and\nhighlight another claim.&nbsp; Using this\nmethod, the two highlighted claims, and all claims in-between will also be\nselected, at which point you can then click REPRINT CLAIM.&nbsp; Note, this will include claims of any status,\neven ones that are \u201cDone\u201d or \u201cSent\u201d.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">13b.&nbsp; Method 2:&nbsp;\nWhile holding CTRL (on your keyboard), click and highlight the desired\nclaims.&nbsp; You can click non-consecutive\nclaims, picking and choosing the claims regardless of their position in the\ngrid.&nbsp; Click REPRINT CLAIM once the\ndesired claims are selected.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">14.&nbsp; A message will appear, saying \u201cIf you\ncontinue, all claims selected will be assigned a new batch number and\nstatus.&nbsp; Do you want to continue?\u201d.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">15.&nbsp; Click YES.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">16.&nbsp; Select the desired form.&nbsp; As mentioned previously; if the form\nhas \u201cW\/ Form\u201d in the name, it means it will print all the lines and boxes, and\nblank paper should be used.&nbsp; All other\nforms are designed to print to pre-printed forms.&nbsp; Most billers use the \u201cCMS &#8211; 1500 02-12(Primary)\u201d\nform for Professional claims, and the \u201cUB04 (Primary)\u201d for Institutional claims.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">17.&nbsp; Click OK.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">18.&nbsp; The following window will appear with three options.&nbsp; If you select \u201cPreview the report on the screen\u201d you will first be given a preview of the claim from which you can also print the claim.&nbsp; The \u201cPrint the report on the printer\u201d option will go directly to the printer, and will not generate an on-screen preview.&nbsp; The last option, \u201cExport the report to a file\u201d is normally only used with certain 3<sup>rd<\/sup> party clearinghouses.&nbsp; For now choose either of the first two options, then click START.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"273\" height=\"149\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/08\/image-5.png\" alt=\"\" class=\"wp-image-627\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">19.&nbsp; Because the claims are being manually\nselected, you will not see the \u201cData Selection Questions\u201d window.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><br><\/p>\n","protected":false},"excerpt":{"rendered":"<p>1. On the main menu, click ACTIVITIES, then CLAIM MANAGEMENT or the second button from the left under the main menu.&nbsp; 2. The following window will appear: 3. To create claims for transactions you\u2019ve already saved, click the CREATE CLAIMS button. Any new transactions not already on a claim will create new claims. After clicking &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/print-insurance-claims-in-medisoft\/\"> <span class=\"screen-reader-text\">How to print insurance claims in Medisoft<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":778,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","footnotes":""},"categories":[9],"tags":[],"class_list":["post-620","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-medisoft-training"],"_links":{"self":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/620","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/comments?post=620"}],"version-history":[{"count":0,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/620\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media\/778"}],"wp:attachment":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media?parent=620"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/categories?post=620"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/tags?post=620"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}