How to Create a Claim

Learn how to create a claim within Unified Practice

How to Create a Claim

• First, go to the Patient File for whom you would like to create a claim. Make sure the Appointment type is set to Insurance and all the correct insurance information is entered for the patient.
  
  
• Select the appointment that you would like to create a claim for and make sure that all of the correct ICD and CPT codes are entered into the billing information section. Once everything is entered, scroll down to the bottom of the page and click the green Create Claim button.
  

Once you click this, the claim will populate in a new window where you are able to print it. The claim will now appear as Claim Created on the Claim List.

If your subscription allows integration with Office Ally, you will be able to submit created claims from the Claim List. The Claim List will also show any claims that haven’t been processed because of incorrect Office Ally credentials. Office Ally credentials can be updated in the Billing Information section.