How to Print Insurance Claims

You can print claims from both the Claim Summary and Claim Details panels when working from the Location tab.
Note: You can also access and print individual claims from the Patient view by selecting
Patient > Insurance > Claims Management.

To print insurance claims:

1. From the Location tab, select Claims > Claims Management. A list of claims is displayed.
2. Use the Filter List options to refine the list as needed.
3. Select a claim to print. The Claim Summary is displayed.
   
   Note: Click View Claim Details to view additional information about the claim.
4. Click Print Claim. A .PDF version of the claim form is generated that you can print.

Note: When you print a claim, its Status is changed to Printed. A notification is displayed when you electronically submit a claim to the CSD clearinghouse with a status of Printed, or when you print a claim that has already been submitted, paid, or settled. Neither action is prohibited or prevented by Sensei Cloud.