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.

  1. Enter your note and click Process Charges and Payments.
  2. 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. 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.
  7. 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.

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