Print Options for Individual Claims

Note: These features will affect only the individual patient information. To set Print Options as defaults, go to Tools > Options > Default Print Options.  Also see Default Print Options for further information on setting Default Options.

Why are my dates of service all printing on one line?

Summarize Claim Line Items – If the carrier requires line items to be summarized, place a check mark in this box. Check this box only if you need all dates of service to print out on one line.

Date Format – This feature gives the option of changing date formats for an individual claim. This would be used if an individual insurance company required a specific date format different from your default settings. To change ‘Dates of Service’ format click on the ‘Advanced Print Options’ button on the Physician/Diagnostic Info tab.

Currency Format – Some carriers require different currency formats. This option will allow the user to select from two different currency formats.

Advanced Print Options

The advanced print options button allows you to change print options for the current patient.  See Default Print Options for additional information.

Using Code Library Lookup

When the cursor is positioned in a field that uses the ‘Code Library’, noted by an *, use the keyboard combination Alt-L to open the correct library. The Code Library may be sorted by ‘Code’ or ‘Description’ by clicking on the column heading. The user may also search the descriptions by entering a search keyword and clicking the ‘Search’ button.

Select which code to enter into the field by highlighting and click on OK. Code will automatically be entered.

See Also: Code Libraries.

Carrier Area (Printing information at top of form)

Text entered into the Carrier area box on the Physician/Diagnostic Info tab, will print out in the very top white portion of the CMS-1500 form. You can use this area to print the address of the insurance company for mailing purposes.

To enter information using the Payer Library:

1.  Go ‘Payer Library’ under ‘Tools’ on the menu bar.

2.  Enter Payer name and address and click on the ‘Add’ button. (For additional information on using the Payer Library).

3.  Click the Close button to close the Payer Library screen.

4.  In the ‘Carrier Area’ use the ‘…’ button to open the payer selection list.

5.  Highlight the payer name and click OK.

6.  Payer address will be entered into ‘Carrier Area’.

 

To manually enter data, use the Enter key to move to the next line. To adjust the printing for the ‘Carrier Area’ notes go to File>Printer Adjustment>Carrier Area Location Adjustment.

Note: Purchase ‘Standard Claim Form’ window envelopes for mailing form.