Printing Claims

To print all claims in the print queue, select the File Menu – Print Forms – Claim Forms.  Or, from the Home section of the main screen, right click the Claims to Print label the select View Full List from the popup menu.

Claims that are created with the HCFA to be eFiled or Printed check box checked, will be placed in the claims print queue.  This list will show all the claims that have been posted and have been marked for printing.  From this screen you can either print the claim forms to your printer or you can create an electronic file.  You can individually select multiple items in this list by holding the CTRL key down while clicking on each item.  To select all the items in the list, click the Select All button.

Click Print to send the claims to your printer.

Click E-File to send the claims to an electronic file.

Prior to printing the claim forms or creating the electronic file, you can scan the claims for errors.  Select the items you want to print, then click the Error Check button.

The error check scans for the following items:

· Box 33a data is present

· Box 33b data is present (if required)

· Referring Provider NPI is present (if referring provider is supplied)

· Federal Tax ID or SSN is present

· Primary Insured ID Number is present

· Secondary Insured ID Number is present (if required)

· Sender ID is present (for ANSI 837 files)

· Receiver ID is present (for ANSI 837 files)

· Billing contact name is present (for ANSI 837 files)

· Practice Phone number is present

· Claim is assigned

· Patient Signature is on File

· Insured Signature is on File

· Payer code is present for selected Payer

· Patient is not marked as Private Pay

· Claim has at least one valid charge

You can filter the print queue by clicking the Filter button.  You can filter the following items:

· Patients

· Payers

· Facilities

· Providers

· Payer Codes

By default, all items will be show.

Other options in the print queue can be found by right clicking an item in the list.  You can,

· Remove the claim from the Print Queue

· Jump directly to the selected claim

· Edit the Patient of the selected claim

· Edit the Payer of the selected claim

· Scan the selected claim for errors

After the claims have printed, they will no longer be in the print queue and will therefore be removed from this list.  If there are items in the list that you do not want to print and you want to remove the item(s) from the print queue, right click your mouse on the item(s) and select Remove from List from the popup menu.

To see a report of all the claims that have been filed, or to automatically put claims back into the print queue, see the Claims Filed report.