How do I create a claim by hand?
Every claim begins with the same three choices:
- Who was treated. The patient.
- Which practice is billing. This decides the prices, because it decides which fee schedule applies.
- Which doctor provided the care at that visit.
Three more details finish the top of the form: the payer this claim is going to, the place of service, which is simply where the care happened, and the diagnosis, which is the reason for the visit as a code.
Then the services. Pick the code and watch the price fill itself in from the group’s price list. You never type dollars. If you do type over a price, the line is marked manual so a reviewer always knows.
Scroll to the bottom and click Create claim. That saves it as a draft for this visit. Nothing has been sent to anybody yet.
Before anything leaves the building, the system reads the whole claim back and checks it: missing fields, coverage, anything a payer would bounce. This is the moment that saves you weeks. Fix it here, not in a denial three weeks later.
When every check is green, you send it. The confirm tells you what the send costs and that it really does contact the payer. There are faster routes too: from charges already on the account, by asking, and from paper.