Generate an Initial Claim

First, read the related articles below - Enter a Contract with Insurance and Navigate the Employer Policy Fields. Then follow the directions below. There are two ways to generate an Initial Claim - by charging the Initial Fee and by using the Action menu.

Charge the Initial Fee:

1. Record your contract with insurance.
2. Open the Transaction Window; go to Action > New Transaction or press Command T.
3. Select Initial Fee in the Fee/Payment Type dropdown.
4. Select the appropriate contract and click Use Selected Contract.

5. Enter your note and click Process Charges and Payments.
6. The Initial Claim will generate automatically.

Use the Action Menu:

In this case, the contract must already be activated.

1. Go to Action > New Insurance Claim.
2. Enter the patient's name in the Patient field.
3. Select Initial in the Claim Type field.
4. Select the recorded contract and click Use Selected Contract.
5. Select your desired claim form in the Form field.
6. If you wish to add to the existing notes in the Remarks field of the claim, type your notes in the second Additional Comments/Remarks field.
7. Click Add New Claims to Tops.