Generating Claims from the Billable Appointment List

To generate claims from billable appointments:

1. Navigate to Billable Appointments

• Go to the left sidebar and click on Billing > Claims > Billable Appt.

2. Select the Appointment

• Use the checkboxes on the left side of the appointment list to select one or multiple appointments that you want to include in claims.

• After selecting, the action bar will appear at the bottom of the page.

3. Review Appointment Information

• Each row shows important details needed for claim preparation, including:

  • Date of Service (DOS)

  • Payer and Client

  • Service and POS (Place of Service)

  • Modifier

  • Units/Hours and Bill Amount

  • Provider and Signature status

4. Prepare Claims

• In the action bar, click Prepare Claims.

• The system will automatically generate claims from the selected appointments.

5. Confirmation

• Once claims are generated, a confirmation toast will appear.

• The prepared claims will move from the Billable Appointment List to the Pending Claims tab, ready for further review and submission.