Direct Data Entry

 

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

To enter a blank claim for a new patient:

1. Click on Manage Claims in the left-hand navigation menu.
2. Click  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 Create Claim.
6. A blank View/Edit Claim screen will open. Complete all required fields (marked in red).
7. Review the information, then click  at the top right.

To enter a blank claim for an existing patient:

1. Click Manage Claims in the left-hand navigation menu.
2. Click  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. 
   
5. Click Create Claim.
6. The View/Edit Claim page will open with the patient's information pre-filled.
7. Review and modify information as needed.
8. Click  to finalize.

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 

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.
   
2. Click Select A File and choose the document from your local drive.
3. Close the Attach Document window after the upload is complete. 
4. The Attach Documents link will now display the number of attached documents. 
5.  Select the appropriate Attachment Type to ensure correct processing.

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, which prints and dispatches the claim on behalf of the biller/provider for added convenience.

Faxing a Claim

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

Mailing a Claim

1. Set the Payer ID to PAPER.
2. Enter the payer’s address manually.
   
   NOTE

   Claim.MD does not maintain a list of payer addresses.
   
   

Printing a Claim

1. Click the Printer icon towards the top right of the screen.
2. Select Print Claim With Form.
   
3. Click Create PDF to generate a printable claim.