*In order to create a Claim, there must first be an invoice on file* (CLICK HERE for help creating an Invoice)

So you've seen the patient and now want to submit a claim to their Insurance Provider? We've made it simple!

Head on over to the Patients tab, and search for the Patient. Once in the Patient's Profile, first double check that we have saved their correct Insurance Provider/information under the Insurance Companies category. If needed, go ahead and Add Insurance to the profile (see photo below for help!).

Once we have confirmed their Insurance Information, head to the Financials tab under their name > Create Claim > Select appropriate Claim Status and Associated Invoice from their respective drop-downs > Complete Claim.

It's as easy as that!