Entering a New Claim from the 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 Claim Query window.

  2. Close the Advanced Search options.
  3. Click the New button on the toolbar.

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

  5. Click on the patient’s name you wish to create a claim for and click the Ok button.
  6. In the new claim window complete the necessary claim info.