IO: Create Insurance Claims

This article applies to the Valant IO interface 

In order to create an insurance claim for primary insurance, complete the following steps:

Click Billing | Create Insurance Claims


In order to submit all outstanding claims, the first four fields should be left blank. Pick the type of claims format needed: 

Click Create Claims

Once this is completed please follow the same steps to submit claims to all secondary and tertiary insurance after changing the  Claim Type.

FILTERS

  • Insurance Filter: this will allow you to create insurance claims for one or all insurance companies except for one
  • Provider Filter: this will allow you to create insurance claims for one or all providers except for one
  • Patient Filter: this will allow you to create insurance claims for one or all patients except for one
  • Patient Type: this will allow you to create insurance claims for one or all patient types except for one
  • Facility: this will allow you to create insurance claims for one or all facilities except for one
  • Date Range Fields: this will allow you to create insurance claims for services that fall only within the selected date range
  • Claims Type Radio Buttons: chooses if claims are being generated for primary or secondary & tertiary insurance.
  • Claims Format; this selects between the production of paper claims or electronic claims.
    • (PDF Settings - This allows you to adjust how a PDF generates)         
    • Create EDI File for Availity/Office Ally - Creates EDI file to be saved and uploaded to clearinghouse portal
    • CMS-1500 (08/05) - Creates a paper claim in PDF format
    • CMS-1500 (02/12) - Creates a paper claim in PDF format
    • Submit automatic EDI file for Navicure - Transmits claims directly to clearinghouse.
  • EDI File Type Radio Buttons: this will select whether claims will be created in a test or actual production format
  • Clear Button: this button will negate all selections made above it and clear all fields
  • Create Claims Button: this will create your claims in either paper or electronic format, depending on the choice made in the Claims Format
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