From the Encounter Dashboard, select the Print Claim button.
Set Status to Printed: If selected when you Run to generate this claim, the Encounter Status will be updated to PRINTED.
Print Claim for: Choose the Payer from the dropdown.
- The default is the Insurance that has a balance.
- If the selection is a Secondary/Tertiary Payer, the Include EOB field displays.
Use Form: Choose the form you are using, such as HCFA or UB04.
Preview: When selected, the HCFA Claim form (red font) will show on the Preview along with the Claim data, and will print as well.
- Select the Preview checkbox if printing the Claim on Plain Paper or just viewing the Claim.
- Leave the Preview box unchecked if printing on a pre-printed claim form, such as, HCFA/UB04 Form. If Preview is NOT selected, only the claim data will display and print (without the form).
Include EOB: This field only displays if the Secondary/Tertiary Payer is chosen for Print Claim For field.
Select the checkbox to print the EOB along with the Secondary/Tertiary Claim.
Horizontal Margin: Use Default
Vertical Margin: Use Default.
Select the Run button.