---
title: "Direct Data Entry"
slug: "uploading-and-entering-claims-1"
tags: ["View and Edit Claims", "Attachment", "Create Blank Claim", "Attach"]
updated: 2025-11-04T19:47:01Z
published: 2025-11-04T19:47:01Z
canonical: "docs.claim.md/uploading-and-entering-claims-1"
---

> ## 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.

# Direct Data Entry

<title>Entering Claims in Claim.MD</title>

This article explains how to enter data directly into a blank form within the Claim.MD system. The system mimics traditional paper forms to ensure ease of use. You can:

- Enter a **new patient** using the blank form.
- Update and send claims for **existing patients** already entered into Claim.MD.

## Instructional Video

[Embedded content made on Kapwing](https://www.kapwing.com/e/646e32c26f9ab8001146e881)

## To enter a blank claim for a new patient:

1. Click on **Manage Claims** in the left-hand navigation menu.
2. Click ![Add New Claim](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1677782016460.png) at the top of the page.
3. A **New Blank Claim** pop-up box will appear.
4. Enter known patient and/or provider information.
5. Click .
6. A blank **View/Edit Claim** screen will open. Complete all required fields (marked in red).
7. Review the information, then click ![Submit Button](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1680707276833.png) at the top right.

![View/Edit Claim](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1677774756152.png)

## To enter a blank claim for an existing patient:

1. Click **Manage Claims** in the left-hand navigation menu.
2. Click ![Add New Claim](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1677782016460.png) at the top of the page.
3. A **New Blank Claim** pop-up box will appear.
4. Search by entering the patient’s account number, last name, or first name.  
  Note: You can also enter Billing Name, Rendering Provider Name or NPI to populate this data into the claim.   
![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1740674583052.png)
5. Click .
6. The **View/Edit Claim** page will open with the patient's information pre-filled.
7. Review and modify information as needed.
8. Click ![Submit Button](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1680707146617.png) to finalize.

![Existing Claim](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1677788540291.png)

## Attachments

Allowing AttachmentPlease note, not all payers or their claim submission trading partners allow attachments.

### Payers That Allow Attachments

Some payers support attachments for claims. To check if your payer allows attachments, visit the following link:

[Payers Which Currently Allow Attachments](https://www.claim.md/payer_list.html?search=attachments)

### Attaching Documents to a Claim

Once a claim is created or uploaded for a payer that supports attachments, an **Attach Documents** link will appear at the top of the claim form in Claim.MD. Follow these steps to attach a document:

1. Click on the **Attach Documents** link.  
![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1740678443410.png)
2. Click **Select A File** and choose the document from your local drive.![Select File](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1681938850532.png)
3. Close the **Attach Document** window after the upload is complete.
4. The Attach Documents link will now display the number of attached documents. ![Documents Attached](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1681939158842.png)
5. Select the appropriate Attachment Type to ensure correct processing.![Select Attachment Type](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1681939213405.png)

## Sending Claims by Fax or Mail

Submitting a claim via fax or mail is a simple process. However, when choosing mail submission, the organization has two options:

- **Print** the claim in-house and mail it **manually**.
- Use Claim.MD’s [**mailing service**](https://www.claim.md/pricing), which prints and dispatches the claim **on behalf of the biller/provider** for added convenience.

More Information

- The fax cover sheet cannot be customized.
- Before faxing or mailing a claim, users can preview a printed HCFA 1500 version in Claim.MD by clicking the "Printer" ![Print Claim](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1681941129591.png) icon located at the top right corner of the screen.

### Faxing a Claim

1. Set the **Payer ID** to `FAX01`.
2. Enter the payer’s fax number in the **Address 2** field.

![Faxing Claim](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1681940951211.png)

### Mailing a Claim

1. Set the **Payer ID** to `PAPER`.
2. Enter the payer’s address manually.  
NOTEClaim.MD does not maintain a list of payer addresses.

![Mailing Claim](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1681941952301.png)

USPS Tracking in Show History/Notes

If a mail piece is scanned by the USPS while en route to its final destination, that scan may appear in the claim history. *Please note: scanning is not guaranteed, and there is no formal tracking available.* However, if a USPS scan is recorded, the information is returned to Claim.MD and can be viewed under Show History/Notes (see image): ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1762285499998.png)

### Printing a Claim

1. Click the **Printer** icon towards the top right of the screen.![Print Claim](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1681941129591.png)
2. Select **Print Claim With Form**.  
![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1740678732419.png)
3. Click  to generate a printable claim.