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:
- Record your contract with insurance.
- Open the Transaction Window; go to Action > New Transaction or press Command T.
- Select Initial Fee in the Fee/Payment Type dropdown.
- Select the appropriate contract and click Use Selected Contract.
- Enter your note and click Process Charges and Payments.
- The Initial Claim will generate automatically.
Use the Action Menu:
In this case, the contract must already be activated.
- Go to Action > New Insurance Claim.
- Enter the patient's name in the Patient field.
- Select Initial in the Claim Type field.
- Select the recorded contract and click Use Selected Contract.
- Select your desired claim form in the Form field.
- 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. As of Tops v9.11.0. the Remarks field has an 80 character limit which leaves 21 characters available after the 59-characters used for detailing the initial fee and monthlies in an initial claim. For more information on this, please see related article Character Limits for eClaims.
- Click Add New Claims to Tops.
The Remarks section of the Initial Claim will automatically show a summary of the Initial Fee and breakdown of the monthly charges based on what you entered in the Contract Worksheet. These hard-coded comments account for 59-characters. You can add to these remarks by right-clicking on the generated claim, selecting Edit Claim and adding more comments in the Remarks/Comments section prior to submitting the claim; or by generating a new claim using Action > New Insurance Claim. For more information on character limits of the Remarks field, please see related article Character Limits for eClaims.
