How do I print billing claims for a patient who has already received insurance payments?

When a payment has already been received from the insurance company, you may still need to print the billing claims for record-keeping or other purposes. Here’s a step-by-step process to access and print these claims by using the Insurance Billing menu and setting the appropriate filters.

Steps to Print Billing Claims with Received Insurance Payment:

Step 1: Navigate to Insurance Billing:

• Go to the main menu and click on the Insurance Billing option.
• This will open the billing section where you can manage claims.

Step 2: Select the Patient and Set Filter Conditions:

• Enter the patient’s information or use other filter criteria to locate the bill you wish to print.
• Apply filters as needed to narrow down the billing details.

Step 3: Include Previously Billed Charges:

• Locate the option labeled "Include Previously Billed Charges" within the filter settings.
• Set this option to Yes to ensure all relevant charges, including previously billed ones, are included in the printout.

Step 4: Generate and Print the Bill:

• Once the filter conditions are set, review the billing information to confirm it’s correct.
• Click on the Print button to generate a printable version of the billing claim.