Essential Knowledge
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      1. Unified Practice Knowledge Base
      2. Billing & Payments
      3. Essential Knowledge

      How to Print or Download a Claim

      Learn how to print or download a Claim

      How to Print or Download a Claim

      • Start by navigating to the Patient File.
      • Then in the Appointments tab click on the date of service for the claim to enter the Billing Info page.

      AppointmentTab

      • Next, scroll down to the bottom of the page and click View Claim.
        • Check or uncheck the box Print on standard claim form. This will control how the claim is view / printed.

      PrintClaim

      • The claim preview will open in a new window.
        • The icons in the upper right-hand corner allow you to Download or Print the claim.
      • Click the Download icon to download or click the Printer icon to print the claim. (Google Chrome shown below)

        DownloadOrPrint
      • Lastly, if you are downloading the claim, choose a folder, name the file and click Save.
        SaveFile

      Please note: The download/print window can vary by the internet browser you are using.

      Need to download multiple claims?

      Please submit a support ticket or email support with the Patient ID number and date range needed.