Creating Insurance Forms

First you must be in the Insurance Claim Form Programs menu. To get to this screen you must select File and System Management from the Accounts Receivable (main) directory.

You will see a display similar to the one below. The selections that you see on your insurance directory will depend on where you are located. Your insurance directory might not look like the sample below.

1  Create ALL Private Pay

2  Create ALL Industrial

3  Create ALL Medicaid

4  Create ALL Medicare

5  Create ALL Tn/A1 UB-92 (CMS-1450) Facility (Dialysis)

Now you can just simply click on one of the selections.

SSI®Note: The program will look at the status codes and find all the transaction lines preceded by a lower case letter i. The program will create an insurance form for each patient who has transaction line(s) with the lower case i. When the program has created the form it will change the lower case i to an upper case I. See the Lookup Patient Charges screen for more information.

The creation of the form and the printing are separate operations. In other words you may create a form and print it later.