Print a Paper Claim

This document explains the steps involved in printing a paper claim. Before claims can be printed the “Administration – Printer Configuration” training document should be reviewed and completed. The “Administration – Payer Maintenance” training document should be reviewed for adding mailing addresses to payer.

Paper claim charges are created in the same fashion as normal claims in “Charge Entry.” While in “Charge Entry” the claim transmission should be set to “Print Locally” and the payer address should be confirmed if multiple addresses are available.

Steps:

Find the claim(s)

Two methods to find claims that need to be printed are available:

Navigate to the (1) Billing (2) Manage CLaims (3) Claim Status Dashboard

(4) click the blue dollar amount in the Accepted Status.

A list of all recently created electronic and paper claims will be displayed. Next to the Accepted status is a printer icon for the claims that need to be printed.

Note: Claims with a (S) indicate it is a secondary claim. If it is a secondary crossover claim these do not need to be printed, but can be moved to “Sent to Payer:” discussed below.

The recommended method to confirm if it is a secondary crossover claim is to view the “Other Insurance” information located under “Claim Details.” If the payer reads Medicare it is probably a crossover claim

Advanced Claim Search

Click “Advanced” in the top right corner to begin the search.

Select “Claim Status” as “HF: Accepted,” select “Specific Payers,” and add the paper payers to the right side.

Save the template for future use and click “Search Claims.”

A similar list produced in option 1 will be displayed.

Note: If the payer is normally an electronic payer and the claim is marked to print locally those will not be pulled using this search option. Use option 1 in this scenario.

Checkmark Box

Place a checkmark in the box next to the “Accepted” status for the claims that need to be printed.

Select Print Claims

After clicking “Print Claims” a popup box will display available printers.

Select the appropriate printer created in “Administration – Printer Configuration” using the dropdown box, and click “Next.”

Review Claim Information and Print the PDF

Move claims to “Sent to Payer”

The top left box is a list of all the claims. Checkmark the boxes next to the Claim No for the ones that were printed successfully and click “OK” to move the claim from “Accepted” to “Sent to Payer.”

This is the HealthFusion checks and balances process for indicating the claim was printed. Any paper claim in the “Accepted” status has not been printed.