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.