Create a New Claim

How to create a new Claim in EZClaim

To create a new Claim, first access the New Claim Screen. 

There are multiple ways that you can access this screen. 

• From the Patient Search pane, click the Claim icon next to the patient name.

Or

From the Home screen Quick Access Menu, click the Create Claim button and select a patient.

When creating a new claim, the following steps are performed by EZClaim.

• A blank claim is created
• Claim ID set to New
• Status set to Ready to Submit 

The Status setting can be changed by going to Tools > Program Setup

• The list of Bill To options is automatically filled in based on the current Insurance(s) entered on the patient record.
• The claim submission method is determined by the payer setting in the payer library, either Paper or Electronic.
• The Date of Current field is populated with the date from the patient's previously entered claim, the Initial Claim Value, or left blank if not available.
• Diagnosis codes are automatically set based on the codes entered on the patient record.
• The Initial Claim Values from the patient record are read and the claim values are set accordingly.
• If the patient has a Claim Template defined, the claim template values are applied, potentially overriding the physician library entries and/or the diagnosis codes.

• Additionally, service lines may be added automatically when creating claims from appointments.

• To enter the service line data, simply click on the dates on the calendar and provide any additional required claim data