Generate a Date Range Claim
Generate a claim for a posted transaction
Tops can generate a claim for any posted fee or transaction. If a claim does not generate automatically, or if you need to include additional ledger items in a single claim, you can easily create a date-range claim for past dates of service.
- Go to Tops Ortho > Practice Setup > Fee Schedule to make sure the transaction has a code entered and is not marked as excluded from insurance claims. (See related article, Add Charge to Fee Schedule, below.)
- Post the transaction to the patient ledger.
- Go to Action > New Insurance Claim.
- Select Date Range claim type from the dropdown.
- Select your desired form (ADA 2019 Claim is typical.)
- Enter today's date (OR the date you posted the transaction).
- Enter Remarks, if needed.
- Click Add New Claims to Tops.
- Tops will generate the Date Range Claim for you to e-file or mail.
PRO TIP: When generating a claim you can auto-fill today's date in the date range field; simply type the letter "T" on your keyboard!
