Adding a Claim to an Invoice

Add a claim to an invoice for insurer billing after adding insurers and insurance codes. Claims align with policies in the patient's profile.

Adding Claims to Invoices

1. Click on the Invoice (e.g., INV-3).
2. You have three options for adding a claim:
   • Copy from a previous claim.
   • Add it to an Active Policy.
   • Add a New Policy, then add your claim.
3. Add additional claims to the invoice (Secondary and Tertiary).

Important Note: Once a claim has been added, the estimated value will be based on the policy details (e.g., Deductible, Co-pay, and Co-Insurance). If an Explanation of Benefits (EOB) has been added, the calculated values will be based on the EOB.