Bulk Claim Creation
To save time, PracticeQ allows you to create claims in bulk instead of generating them one at a time. You can create claims in bulk for any appointments that don't already have a claim created.
- Click Lists → Claims.
- Click the Create Claims button on the bottom left.

- Enter the search filters to narrow down which appointments to include in the batch.
- Click Search to generate a list of eligible appointments.

- Select which appointments you want to generate claims for by clicking the checkboxes to the left.
- Click the Create Claims button on the top right.
- The system will generate the claims. Note: It will combine appointments for the same clients into a single claim.
- PracticeQ will ask if you want to validate the claims. This is recommended to ensure that all required information is included before submitting it to the clearinghouse/payer. You can choose to validate the claims or not; you can choose to wait on this if you plan to submit the claims later.

- If a claim cannot be validated, the system will note it and keep the claim as a draft. This allows you to open the claim to make the necessary adjustments. The issues to be corrected will show in the pink bar on top.

- Once the claims have been validated, you can perform bulk actions on your newly created claims. Check the boxes in the left column (all will be selected by default).
- Click the Bulk Actions button on the top right, then select the action you'd like to perform, such as Change to Submitted or Export to EDI.

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