Creating Primary Claims Directly from Calendar

Get ready to quickly create and submit an insurance claim for a client appointment—all from your calendar. This step-by-step guide walks you through the full process, showing what to do after a session finishes.

Step 1: Open the Appointment from the Calendar

Start by opening a scheduled appointment on the calendar, such as one at 1pm.

Step 2: Review Eligibility and Claim Section

In the side pop-up, check the insurance eligibility and Insurance claim sections. Wait until the session is over to proceed with the claim.

Step 3: File a New Insurance Claim

Click File claim to begin creating a new claim. If you need to check eligibility, use the Verify eligibility button.

Step 4: Review Pre-Filled Claim Details

After clicking File Claim, access the claim insurance detail page. Review the pre-filled CMS 1500 form, which includes payer member insurance details and NPI information.

Step 5: Enter Diagnosis Code

Provide the correct diagnosis code following the ICD10 index.

Step 6: Complete Required Fields and Selections

Select the necessary details and complete any required check boxes to ensure your claim is accurate.

Step 7: Create the Insurance Claim

Click Create claim to finalize the entry.

Step 8: Locate the Newly Created Claim

You'll be directed to the claims tab, where the new client claim appears.

Step 9: Submit the Claim for Processing

Review all claim details carefully, then click Submit claim to send it for processing.

Step 10: Check Claim Submission Status

After submitting, the interface will show the claim status as successfully submitted.

Step 11: Verify Claim on Appointment

Return to the calendar and open the same appointment to see the submitted claim attached.

Step 12: Checking Claim History

Use the provided option to open the claim directly in a new tab for further review or management.

Check claim history from the claims page to see timestamps for claim creation, submission, and status updates.

That's it—now you're set to create and submit insurance claims for appointments directly from your calendar.