Go to the “EMR” module and select “Invoices” from the admin account.
The “Invoices” screen will open. When an encounter ends, its invoice is automatically generated and appears on this screen.
Click on the “Complete Details” option from the Actions column.
The “Complete Details” screen will open.
Click on the “Cash” button, a dropdown will be displayed. Select the “Insurance”.
The invoice will be converted to Insurance.
For payment, scroll down the page and click the “Pay” button.
A modal will appear.
Enable the toggle button for cash or card payment. Enter the amount paid. And click the “Save” button.
A pop-up will display at the bottom-right confirming that the invoice has been saved successfully.
Once completely paid, the invoice will then appear in the “Closed” tab.
If you want to directly view its eClaim, click on “Save And View Claim” button.
It will open the eClaim immediately.
E-Claim Submission
Go to the “Insurance” module and select “eClaims” from the admin account.
The “E-Claims” screen will appear having Pending, Ready, Submitted, Responded, Completed, and Cancelled tabs:
Pending tab:
The closed insurance invoices will appear in the “Pending” tab.
You can view the submission details by selecting the “Open” option.
The submission details screen will open.
To mark it as ready, click the “Mark as Ready” button from this screen.
Or you can also click the “Mark as Ready” option from the Action(s) column of the Pending tab.
Ready tab:
The claim will then move to the “Ready” tab.
To submit the claim individually, select the “Open” option from the Actions column.
Scroll down the submission details screen, there will be a “Submit” button at the bottom-right of the screen. Click on it.
For bulk submissions, filter the insurance by name. Select the insurance name and click the “Apply Filters” button.
All claims for the selected insurance company will be displayed. Mark the master check box to select all rows, and click the “Bulk Upload” button available at the top of the screen.
A modal will appear. Enter the name of the file, and click the “Submit” button.
A pop-up will display at the bottom-right confirming that the eClaim has been submitted successfully.
Submitted tab:
The claims will then appear in the “Submitted” tab in the Insurance > eClaims.
Responded Tab:
This tab displays all claims that have received responses from the payer or authority. Users can review the details and status updates for each responded claim.
Completed Tab:
The Completed tab lists all claims that have been successfully processed and finalized.
Cancelled Tab:
This tab shows all cancelled claims. When a cancelled claim is opened, the system will also display the related error message for reference.
“Check for New Remittances” button:
Click this button to check for and retrieve any new responses or remittance updates from the payer.
