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.

• 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.

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

Need to download multiple claims?

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