Mastering Billing’ Standalone & Batch Claims

August 15, 2023
|In Tutorials
|By Editor

Name: Create Standalone & Batch claims on the Agency’s Billing section
Description: How to create a standalone / batch claim on the Agency’s Billing section.
Difficulty: Middle
Duration: Less than 7 minutes

Standalone claims

Summary:
Step 1- From the Agency Dashboard, access Billing.
Step 2- Click on Standalone Claims.
Step 3- Click on +New Claim.
Step 4- Select client.
Step 5- In the General tab, select Prior Authorization.
Step 6- Go to the Items tab, click on + Add and select From event.
Step 7- Select the range of dates that you want to include in the claim, the providers, and the event types. Once selected, click on Search.
Step 8- Select the events to be included.
Step 9- Click on Create.

Batch claims

Summary:
Step 1- From the Agency Dashboard, access Billing.
Step 2- Click on Batch Claims.
Step 3- Click on +New Batch.
Step 4- Select Payer.
Step 5- Select Health Plan.
Step 6- Click on Create.
Step 7- On the right side of the screen, next to the newly created batch, click to Edit.
Step 8- Within the batch, click on + Add claim.
Step 9- Select Other Claims / Events / Manual.
Step 10- Select the date range you want to include in the claim, the clients, the providers, and the event types. Once selected, click on Search.
Step 11- Select the events to be included.
Step 12- Click on Add.

Create Standalone & Batch claims on the Agency’s Billing section

Standalone claims

Step 1- From the Agency Dashboard, access Billing.


Step 2- Click on Standalone Claims.


Step 3- Click on +New Claim.


Step 4- Select client.


Step 5- In the General tab, select Prior Authorization.


Step 6- Go to the Items tab, click on + Add and select From event.

Step 7- Select the range of dates that you want to include in the claim, the providers, and the event types. Once selected, click on Search.


Step 8- Select the events to be included.

Step 9- Click on Add.


Step 10- Click on Create.

 

Batch claims

Step 1- From the Agency Dashboard, access Billing.

Step 2- Click on Batch Claims.


Step 3- Click on +New Batch.


Step 4- Select Payer.


Step 5- Select Health Plan.


Step 6- Click on Create.


Step 7- On the right side of the screen, next to the newly created batch and just below Actions, click to Edit.


Step 8- Within the batch, click on + Add claim.


Step 9- Select Other Claims / Events / Manual.


Step 10- Select the date range you want to include in the claim, the clients, the providers, and the event types. Once selected, click on Search.


Step 11- Select the events to be included.


Step 12- Click on Add.