Claim Defaults for Clients

PracticeQ allows you to save claim defaults for individual clients, leading to faster claim generation.

Note: The Insurance Claims feature must be enabled for this process. To enable claims for US offices, go to More → Settings → Features.

  1. Click Lists → Clients.
  2. Locate the client and select the Claims tab on their client profile. 
  3. Click the Claim Defaults button. This will take you to the defaults for this client only.

  4. Complete the fields to reflect the particular client's situation.
  5. Click Save.

Any claim defaults you set here will apply when creating insurance claims for this specific client.

IMPORTANT: If you complete the Patient Legal Name fields for a client, what you enter will overwrite the client's name for their ePrescribe profile and prescriptions. 

Prior Authorization Numbers

If you have prior authorizations that need to be set for clients, add them in this section.

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