Electronic Claims Options

Updated: 12/07/2023 | Views: 5501

The Electronic Claims Options allows you to enable or disable electronic claims billing settings for the practice as needed.

Note: To manage the electronic claims settings for an insurance company, go to the Electronic Claims tab of the Insurance Company record.

Electronic Claims Options

  1. Click Settings > Options > Electronic Claims Options. The Edit Electronic Claims Options window opens.
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  1. Select the appropriate settings.
    1. Enrollment status: Click the drop-down arrow to select the status.
      • Enrolled in live mode: Allows electronic claims submission.
      • All other statuses: Prevents electronic claims submission.
    2. Click to select or clear the selection for the following options as needed:
      • "Disable electronic claims for this practice" disables electronic claims submission.
      • "Enable automatic claim submission for this practice" automatically submits electronic claims with a Ready to submit status. Automatic submissions run daily at 8:00 AM and 8:00 PM Pacific Time.
  2. Notes: If applicable, enter internal notes.
  3. Click Save.
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