Clerk makes Insurance Billing easy, whether you have a biller or you are doing this all yourself. Below is an example of a HCFA Form, which Clerk will electronically populate for you. In the example below, you will see some areas surrounded by colored boxes. This is to help you visualize where the information is inputted from Clerk.
The green box will pull information from the Treatment tab on the Outcome Page
The dark blue box will pull information from the Diagnosis tab and/or Line Items tab on the Outcome Page / Checkout Page
The light blue box will pull from the Appointment Date from an Appointment-Associated Invoice
The purple box will pull from the Line Items tab and/or populate from the Invoice
✨Note:✨ Everything above the green box should pull from the patient Details tab in the Patient Profile.
