Manually Sending Claims to Carriers in Batches

This section tells you how to manually send batches of claims to carriers.

If a claim that you want to bill does not have the status Ready to Bill, set the status to Ready to Bill. For more information, go to Setting the Claim Status to Ready to Bill.
  1. From Claims Management, click Billing Claims and select Generate CMS Form.
  2. To search for claims from a specific carrier, select the carrier from the Carrier drop-down list.
  3. To search for claims from a specific date range, enter a start date in the Service Date From text box and an end date in the Service Date To text box.

    To select dates from the calendar, click the Calendar button.

    To view all claims with the status Ready to Bill, leave all the search criteria fields blank.

  4. Click Search.
  5. Click Generate Form.

    The claim status of each claim changes to Billed and the CMS 1500 forms open as a single PDF in a new window. All of the information that populates the form appears, but you will not see the lines and boxes that are on the form.

  6. To print the PDF to CMS 1500 forms, click Print.
    To ensure that the text is aligned properly on the form, make sure that the Fit to Page or Print to Page Size check box is deselected.
  7. Send the printed forms to the appropriate carriers.