Claims Manager

Claims / Claims Manager “Generate this Claim” and “Start Claims Generation” buttons

When generating claims for multiple clients in the billing page, if you expand each client’s list of service lines, you will see that two different buttons will populate: Generate this claim and Start claims generation.

The Generate this claim button will allow for a single client’s claim to be generated among the selected clients, while the Start claims generation button will generate claims for all of the selected clients. If you have selected multiple clients, but only want to generate a single client’s claim, use the “Generate this claim” button. If you want to generate claims for all of the clients on that page, use the “Start claims generation button.”

Click here to learn how to generate a claim.