How to Define Insurance Claim Handling Workflow

Use the Practice Settings to determine how insurance claims are handled.

Note: You must have Administrator permissions to perform this task.

To define insurance claim handling:

1. From the Administration tab, select Practice Settings > Claim Rules. 
2. Under Actions, select Edit Insurance Settings. 
3. Under Claim Handling Rules, select how you want to handle new claims:
   
   -- Select Auto Transmit to automatically queue generated insurance claims for transmission to the CSD clearinghouse, provided that all associated claim requirements are met.
   -- Select Hold for Review to place all generated insurance claims into a temporary hold state, enabling the administrator/office manager/insurance coordinator to review them prior to transmission.
   Note: This hold status enables the claim to be reviewed before sending.
4. Click Save.

IMPORTANT: If you print the claim, you will not be able to transmit it electronically afterward. You will need to cancel it and create a new claim. See How to Cancel and Resubmit a Claim.