Sending claims

You can send claims that were created previously but not submitted to insurance carriers.

To send claims

1. Complete one of the following:

   • Send claims for one or more patients

     1. On the Unsent Claims page, select the check box for each claim that is ready to be sent.

        Tip: Claims that display in green have a Ready status, indicating that all required information is present on the claim.

        Important: Claims that display in yellow have a Warning status, indicating that information is missing. Claims that display in red have a Needs Attention status, indicating that required information is missing. You must fix the problems for all claims in yellow or red before attempting to submit the corresponding claims. To view and edit claim details, clicktap a claim.

        

     2. ClickTap Send Selected Claims.

   • Send claims for a specific patient

     1. On the patient's Insurance Claims page or Ledger page, clicktap a claim with a status of Unsent.

        The Claim Detail window displays.

        

     2. ClickTap Submit.