Generating HCFA forms

The HCFA 1500 claim form, also known as CMS-1500, is what non-institutional practitioners use to bill insurance companies for services provided during a particular date of service. To generate the information required for this form from your EMR using an encounter, complete the following tasks.

From the navigation menu at the top of the screen, hover over Fees and click on Billing

- Remove all of the preset "Current Criteria" in the middle box

- Within the "Choose Criteria" box, select a criteria that will help narrow down the desired encounters you would like to generate a claim with. The option "Date of Service" from the "Select List" is recommended.

- Make sure that whatever criteria you chose from the "Select List" populates in the middle "Current Criteria" box

- Click "Update List"

- Find the claim or claims you would like to generate claims for and click in checkbox at right of the summary of the encounter

- Click button "HCFA FORM" to generate the CMS 1500 form. You can either select to download "CMS 1500 PDF" or "CMS 1500 TEXT" depending upon if you would like to send it as is or if you would like to add more content to the form

- Then you may fax or mail this form to the appropriate insurance payer for the patient in question.

- Batch Processing EOB payments and Accounts Receivables

- Navigation menu: Fees > Batch Payments

Select task from the 3 tabs:

• New Payment: record received EOB's/payments on account;
• Search Payment: find EOB's/payments that have not been (fully) allocated
• ERA Posting: process an ERA file