Billing: Entering a New Claim from Billing Portal

Entering a New Claim from Billing Portal


The below will guide will walk you through how to create a claim from the Billing Query window in the instance you are manually entering a claim.

  1. In the Billing portal select the Billing Query window.

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  2. On the Billing Query toolbar select the New Options drop down and click Claim.

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  3. Enter patient’s last name, first name, or date of birth in the textbox to search for the patient.

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  4. Double click on the patient’s name to open a new claim window.
  5. In the new claim window complete the necessary claim info.