Print Paper Claims

Paper claims can be printed at any time. You can print a specific claim or a batch of claims as necessary.

Note: It is recommended to first print a single test claim to ensure claims will print correctly. If the printer alignment needs adjustment, review Change Printer Alignment.

Print Single Claim Find the claim and click once to select it. To review more claim details first (e.g., transaction history), double click the claim to open. The Edit Claim window opens. When ready to print, click Action > Print paper claim. The Attention pop-up window opens. Proceed to step 3. Once the claim is highlighted, right click or click Action on the bottom menu bar and select Print paper claim. The Attention pop-up window opens.
Click to select or clear "Print with background". When selected, the claim will print as a black and white CMS-1500 claim form. If cleared, ensure the printer is loaded with the correct claim form prior to printing claims. Note: Background printing is not available for UB-04 claim forms. Click OK. The Print dialog box opens. Print the claim using the computer's print function. When prompted "The printing is complete. Has the form printed correctly?": Click Yes to confirm the claim form printed correctly and to update the claim status to Pending insurance. Click No if printing a test claim or if the claim form did not print correctly and to leave the claim status as Ready to send claims. If the printer alignment needs adjustment, review Change Printer Alignment.
Batch Print Claims Click Encounters > Track Claim Status. The Find Claim window opens. Tip: For faster navigation, press Ctrl+Shift+C on the keyboard. Click the top left drop-down arrow and select Ready to print paper claims. Click Find Now. The list of claims ready to be printed display. Review the list of claims then click Print Claims. The Print Paper Claims - Step 1 window opens.
Enter the following information as necessary. Start and End Date: To print claims within a specific service date range, enter the dates. Insurance: To print claims for a specific payer, click Insurance to search and select the payer. Patient: To print claims for a specific patient, click Patient to search and select the patient. Payer Scenario: To print claims for a specific payer scenario, click the drop-down arrow and select the payer scenario (e.g., Commercial). Claim Type: Click the drop-down arrow to select the appropriate claim type that corresponds with the claim forms to print. "Include settled claims": Click to select to also print settled claims with the batch. "Print with background": Click to select or clear the selection. When selected, the claim will print as a black and white CMS-1500 claim form. If cleared, ensure the printer is loaded with the correct claim form prior to printing claims. Note: Background printing is not available for UB-04 claim forms. When ready, click Print Claims. The Print Paper Claims - Step 2 window opens indicating the claims are being analyzed. Then, the Print dialog box opens. Print the claims using the computer's print function. The Print Paper Claims - Step 3 window opens.
Select the appropriate option. To confirm the claims printed correctly and to update the claim statuses to Pending insurance, select The claims printed, mark them as submitted. To leave the claim statuses as Ready to send claims, select The claims did not print or The claims printed but DO NOT mark them as submitted as necessary. If the claims did not print correctly due to the printer alignment, review Change Printer Alignment. Click OK.