Insurance Claim

Insurance Claim is to enter Insurance Claim Information.

Adding New Patient

  1. Select the CMS 1500 from Patients Menu.
  2. Type the Patient Name or Mobile or File# in Patient field and Patients list will be appear then select the require one.
  3. And its Insurance Information will appear automatically.
  4. Fill all other details in the appropriate columns.
  5. Click Next Button to continue fill Insurance Claim Information.
  6. Enter Paid amount in the Paid field and Balance amount will calculate automatically.
  7. Click Save Button.

Edit Patient

  1. Select the Patient that you would like to edit by search with First Name, Last Name, Doctor or Insurance Company.
  2. Select the Patient from the Patient list.
  3. Do the needful changes and press Edit Button to save the changes.

Delete Patients

  1. Select the Patient from the Patient List given below.
  2. Press Delete Button to Delete this Patient.

Clear Button:

To clear the screen for any action (Add , Edit or Delete)

Search Patient

  1. Search with Patient Name.
  2. Also you can select if you need search by last Name or first name from Option on the popup window when you write any name on Patient field, and to more the speed of the search you can select the Number of records that will appear on the list of Patients.
  3. Search with Doctor Name.
  4. Search with Insurance Company.
  5. Can select any one or all together and click Search Button.

Print Button (To print Insurance Claim details)

  1. Select the CMS 1500 from Patients Menu.
  2. You can see the list all of records in Patients List given below.
  3. Click on Print Button to View/Print the Report.

    Insurance Claim Report by Patient Name

    1. Select the CMS 1500 from Patients Menu.
    2. Type the Patient Name in Patient Text in Search.
    3. Click on Search Button.
    4. You can see the list of all records of particular Patient in Patients List given below.
    5. Click on Print Button to View/Print the Report.

    Insurance Claim Report by Doctor

    1. Select the CMS 1500 from Patients Menu.
    2. Select the Doctor Name from Doctor drop down menu in Search.
    3. Click on Search Button.
    4. You can see the list of all records of particular Doctor in Patients List given below.
    5. Click on Print List Button to View/Print the Report.

    Insurance Claim Report by Insurance

    1. Select the CMS 1500 from Patients Menu.
    2. Select the Insurance Name from Insurance drop down menu in Search.
    3. Click on Search Button.
    4. You can see the list of all records of particular Insurance in Patients List given below.
    5. Click on Print List Button to View/Print the Report.

* You can Export this report to MS Word or MS-Excel or PDF then Send it to insurance Company by email.