Generating Claims

1. To bill for an appointment, first add services provided in the “Services” section of the “Appointment Details” page.
2. Once the services and fee amount have been added, select a payment method from the dropdown (Cash or Insurance) in which the appointment is going to be billed.

3. If Insurance has been selected, the following details will be shown:

• Payment method (Insurance)
• Billing status
• Service Amount 
• Copay Amount
• Patient paid
• Appointment patient balance
• Write-off option
• Insurance Amount
• Insurance Paid
• Insurance Balance
• Write-off Option

4. Select a Billing status from the dropdown options such as Paid, Unpaid, Pending, Partially Paid, and Overdue.
5. Click on the “Create Invoice” button to generate an invoice for the appointment if the patient has any copay amount.
6. Click on the “Generate Claim” button in the Billing section to generate the insurance claim.

7. You can also generate your claim for an insurance-based appointment in the “Insurance Claims” menu in the Billing module.

8. Select the dotted icon under the “Action” column and click on the “Generate Claim” button for “Yet to Submit” status-based appointments.