.png)
Create a Claim
PracticeQ allows you to create insurance claims with just a few clicks. Once a claim is created, you can print a CMS 1500 form, or submit electronically through Office Ally or TriZetto. Create your claim in one of two ways:
In the appointment dialog:
1. Click Bookings.
2. Click the appointment from the calendar.
3. Click More → Create Claim.
In the Client Profile:
1. Click Lists → Clients.
2. Click the client's name.
3. Click the Claims tab.
4. Click +Create Claim.
Next Steps:
1. Select the sessions for which you are creating the claim. PracticeQ will only display appointments that are not already part of existing claims.
2. Click Continue.
3. PracticeQ will pull as much information as possible to populate the claim form, including:
- Diagnosis Codes from the client
- CPT codes from the appointments selected
- Insurance information from the client profile
- Default settings entered beforehand
4. Use the Actions menu to Delete, Edit, Generate an EDI File, or Print the claim.
Notes:
- We recommend that you click Validate before printing a claim. This prompts PracticeQ to perform a simple validation check. If the claim passes the check, its status will change to Validated.
- If you need to make changes after the claim has been validated, you must explicitly click Actions → Edit Claim. This will revert its status to Draft.
- The Change Status menu allows you to track of the status of the claim.
