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You can use the Billing Manager to generate claims for one or more closed encounters. Depending on the services rendered, the process generates UB-40 04 or HCFA forms that you submit to the insurance company.

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1. Click the Billing tab.
2. Click Billing Manager in the left-hand navigation menu.
3. Search for the encounters to be billed. Use filters to restrict results and improve performance.
   
   
4. Review each encounter record to ensure it contains the following information required to submit a claim:
   • Primary and secondary insurance, electronic claims clearinghouse to submit to, and Place of Service (POS).
   • Diagnosis Code (ICD) and Service Code (CPT). 
     Insurance companies compare the two codes to make sure service is correct for the diagnosis.
   • Dollar amount for the service.
     If you need to make changes to the encounter record, make the changes to the fee sheet created for the encounter before you generate the claim.
     
     
     
     
5. Select the checkbox for a closed encounter in the search results. If the checkbox is disabled, the client does not have insurance, and you cannot generate a claim.
6. Click Generate Claim(s). The application generates the UB-40 04 or HCFA forms required for billing.
   Note that while you can preview the generated forms, claim rules configured in the system have not been applied yet, and the forms cannot be considered final.
   
   

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1. Click the Billing tab.
2. Click Claims Manager in the left-hand navigation menu.
3. Search for claims ready to be submitted. Use filters to restrict results and improve performance.
4. Optionally click a claim in the Claim No. column to review the UB-40 04 or HCFA form generated for the claim.
   If you need to make changes to the form, make the changes to the fee sheet created for the encounter, and then regenerate the claim. For more information, see Using Fee Sheets.
5. Select the checkbox for one or more claims to submit.
6. Click Submit Claim(s).
   
   

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