Provider
  • The provider must close the progress note, on the Close Encounter screen.


  • Once the progress note is closed, the encounter is ready to be invoiced. 

Biller
  • Go to the Billing screen. 


  • Press the Create button, located at the top of the screen. 


  • The following screen will be displayed: 


  • In the Unbilled Clinical Encounters section, select the patient you wish to create the claim for (in this example, Juan Del Pueblo).
  • Double click the left mouse button on the selected patient.

  • The patient will go to the Create Claim Queue section. 


  • Press the Create button, located at the top of the section. 


  • The claim will be displayed for editing. 


  • Edit the fields, which you find necessary.
    • Note: Remember to check the following fields: Billing Provider, Dx, Charge, Additional Information, etc.
  • Once you have completed editing the claim, you have three options: Save, Save and Close or Save All and Close. 
  • If you selected the Save option, press the Previous button to return to the Billing screen.



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