OfficeMate Home Office User's Guide - OfficeMate Software Solutions

CHAPTER 11
Processing Insurance Claims
In this chapter:
• Processing CMS 1500 Claims, 427
• Processing UB-04 Claims, 451
Processing
CMS 1500
Claims
For more
information on
processing CMS
1500 claims, see
the “Third Party
Processing”
recorded video
tutorial and the
911 “Third Party
Processing”
training course.
You can print insurance claims on CMS 1500 forms to mail to insurance companies
and you can export claims to print image files, National Standard Format (NSF) files,
and ANSI files to send electronically to insurance companies. You must follow the
steps below to properly process printed and electronic insurance claims:
If this is the first time Third Party Processing has been used in OfficeMate and
you are sending claims electronically, verify that the third-party receiver’s
information has been set up. For information on setting up third-party receiver
information, go to Maintaining Third-Party Receiver Information on page 429.
Select insurance claims. For more information on selecting claims, go to
Searching for Insurance Claims on page 430.
Correct errors in insurance claims. For more information on correcting errors,
go to Correcting Errors in Insurance Claims on page 432.
Record additional information on CMS 1500 forms. For more information on
recording additional information, go to Recording Additional Information on
the CMS 1500 Form & ANSI File on page 434.
Preview and print insurance claims. For more information on previewing and
printing insurance claims, go to Printing Insurance Claims on page 445.
Print or export electronic insurance claims. For more information on exporting
insurance claims, go to Exporting Insurance Claims on page 445.
View insurance claim billing histories. For more information on viewing billing
histories, go to Using the Batch History on page 447.
OfficeMate Home Office User’s Guide 427