Creating eClaimsCreating electronic claims generally follows the same process as creating paper claims in the ledger or in the New Claims Manager, except instead of printing the claim on one of the paper forms, an eClaims template will need to be selected at the time of claim creation. To create claims in the ledger, select a charge or series of charges, go to the Print menu and select Create Insurance Claim.
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In the claim creation window, change the Form/Template pop-up menu to the eClaims template.
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If you need any additional assistance creating claims in the ledger, please click here. If you would like to use the New Claims Manager to print your claims in bulk, please review the Managers Claim Manager documentation here.
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You should also set your default eClaims template in the Preferences window if you have not already done so. Go to the MacPractice menu and select Preferences. Select Forms in the sidebar, and in the Default eClaim Template pop up menu, select your template.
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There are several Database Utilities that will allow you to set the form or template status for all insurance companies as a whole. Note that Database Utilities can only be performed on the server computer. Please review the Database Utilities documentation for more information.
Once you have created your eClaim, it will be given an initial status of either "Ready" or "Invalid."
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