---
title: "How do I create, modify, delete, and use a claim template?"
slug: "how-do-i-create-modify-delete-and-use-a-claim-template"
updated: 2024-03-19T18:12:38Z
published: 2024-03-19T18:12:38Z
canonical: "docs.claim.md/how-do-i-create-modify-delete-and-use-a-claim-template"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.claim.md/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I create, modify, delete, and use a claim template?

Templates can be created and utilized in the **View / Edit claim** screen to save time when entering repetitive provider data directly into the system.

## Creating a Claim Template

To create a new template, the first step is create a new blank claim.

1. Navigate to **Manage Claims** on the left navigation menu.
2. Click ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1678205725180.png)button on the top of page.
3. Click on the . button and provide the billing or rendering provider information if you intend to use it on the template.
4. Fill in the necessary information in the designated fields of the template.
5. Select **Manage Templates** from the Other Actions dropdown menu. This will open the **Template Manager** window.![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1697230785542.png)
6. Enter a name for the template and click   .![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1697470910849.png)The template will be saved in the **Claim Template** list. This means that when creating a new claim, the template will be available in the "Claim Template" dropdown field for selection (see [Using a Claim Template](/docs/how-do-i-create-modify-delete-and-use-a-claim-template#using-a-claim-template) below).

More Information

Please be aware that although a template can store various information for future use, the frequently used data elements to consider are:

- Box 21: Diagnosis Code
- Box 24B: Place of Service
- Box 24D: Procedure Code and Modifier
- Box 24E: Diagnosis Pointer
- Box 24F: Charges
- Box 24G: Units

![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1697471372421.png)

## Using a Claim Template

1. Navigate to **Manage Claims** on the left navigation menu.
2. Click ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1678205725180.png)button on the top of page.
3. Select the template you want in the Claim Template dropdown (e.g. Test) and then click  button. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1678123789511.png)

More InformationTo automatically populate Blocks 31 or 33 in the claim, input the Billing Provider Name/NPI or Rendering Provider Name/NPI.

## Modifying a Claim Template

To modify an existing claim template, follow these steps below:

1. Pull up a claim either by a [Search](/v1/docs/search-page), [Manage Claims](/v1/docs/manage-claims), [Upload Claim](/v1/docs/uploading-and-entering-claims) screen, or [ERA](/v1/docs/view-era) screen.
2. Select **Manage Templates** from the Other Actions dropdown menu. This will open the **Template Manager** window.![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1697230785542.png)
3. Modify the fields for the new template and then click on   .
4. Select the Template to be modified under the **Modify Existing Template heading**. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1697470543217.png)
5. Select the   button.![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1697470744924.png)

## Deleting a Claim Template

To delete a claim template, follow these steps:

1. From the View/Edit Claim screen, select **Manage Templates** from the Other Actions dropdown menu. This will open the **Template Manager** window.  
![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1697230785542.png)
2. Select the Template to be modified under the **Modify Existing Template heading**.![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1697471617385.png)
3. Select the   button.  
![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1697471857711.png)