Mastering Billing’ Standalone & Batch Claims

January 26, 2024
|In Tutorials
|By Editor

Name: Create Standalone & Batch claims on the Agency’s Billing section at Office Puzzle
Description: How to create a standalone / batch claim on the Agency’s Billing section.
Difficulty: Middle
Duration: Less than 7 minutes

Standalone claims

Summary:
Step 1- From the Agency Dashboard, access Billing shortcut.
Step 2- Click on Standalone Claims.
Step 3- Click on Actions.
Step 4- Select +New Claim.
Step 5- Select Source: Events or Manual.
Step 6- If selected Events, then choose the Range of dates and click on Submit. Also, there are Optional filters: Providers, Clients and Event types.
Step 7- Select the events to be included and hit Continue. (There you can check if there are any error on the events)
Step 8- Select Strategy: Merge all events, Split by Provider or Split by credential.
Step 9- Select the Claims to be created.
Step 10- Click on Create.

Batch claims

Summary:
Step 1- From the Agency Dashboard, access Billing.
Step 2- Click on Batch Claims.
Step 3- Click on +New Batch.
Step 4- Select Payer.
Step 5- Select Health Plan.
Step 6- Select Clearing House (if needed/required).
Step 7- Click on Create.
Step 8- Within the batch, click on + Add claim.
Step 9- Select Other Claims / Events / Manual.
Step 10- If selected Events, then choose the Range of dates and click on Submit. Also, there are Optional filters: Providers, Clients and Event types.
Step 11- Select the events to be included and hit Continue. (There you can check if there are any error on the events)
Step 12- Select Strategy: Merge all events, Split by Provider or Split by credential.
Step 13- Select the Claims to be added.
Step 14- Click on Add.

Create Standalone & Batch claims on the Agency’s Billing section

Standalone claims

Step 1- From the Agency Dashboard, access Billing.


Step 2- Click on Standalone Claims.


Step 3- Click on Actions.

Step 4- Click on +New Claim.


Step 5- Select Source: Events or Manual.


Step 6- If selected Events, then select the Range of dates and click on Submit. Also, there are Optional filters: Providers, Clients and Event types.

 

Step 7- Select the events to be included and hit Continue. (There you can check if there are any error on the events)

Step 8- Select Strategy: Merge all events, Split by Provider or Split by credential.

Step 9- Select the Claims to be created.

Step 10- Click on Create.

 

Batch claims

Step 1- From the Agency Dashboard, access Billing.

Step 2- Click on Batch Claims.


Step 3- Click on +New Batch.


Step 4- Select Payer.


Step 5- Select Health Plan.

Step 6- Select Clearing House (if needed/required).

Step 7- Click on Create.


Step 8- Within the batch, click on + Add claim.


Step 9- Select Other Claims / Events / Manual.

Step 10- If selected Events, then choose the Range of dates and click on Submit. Also, there are Optional filters: Providers, Clients and Event types.

 

 

 

 

 

Step 11- Select the events to be included and hit Continue. (There you can check if there are any error on the events)


Step 12- Select Strategy: Merge all events, Split by Provider or Split by credential.


Step 13- Select the Claims to be added.


Step 14- Click on Add.