Printing Claims & Invoices

Everything you need to know about printing Claims and Invoices in EZClaim Billing

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Access Print Claims Action

To access the Print Claims action, simply navigate to the quick access menu on the Home tab. Another way to access Print Claims is by clicking the Print button on the top ribbon bar and selecting Print Claims.

Note: To adjust your printer to the CMS 1500 form, review the Printer Adjustment article for more information.

Filtering Print Claims Screen

To filter the Print Claims screen, you can use the options located at the bottom right of the screen.

There are three filter options:

Ready to Submit shows claims that:
- Status = Ready to Submit
- Method = Paper
- Bill To = Primary or Secondary Payer
All Paper shows claims that:
- Status = Anything
- Method = Paper
- Bill To = Anything
All shows claims that:
- Status = Anything
- Method = Anything
- Bill To = Anything

Printing Multiple Claims

To print claims, simply mark the checkbox next to each claim or select Check All.

Click on Print Claims to swiftly print the claims, or use the drop-down menu to choose Print Claim to open your printer dialog box, or Print Preview to preview the claims.

Invoicing

This functionality is sometimes referred to as facility billing.

In addition to the standard CMS-1500 and UB-04 forms, EZClaim allows for the printing of custom-designed invoices based on the claim data. These invoice reports are treated in the same way as CMS or UB claims when it comes to recording claim history, submission status, and other relevant information.

Note: If you need a custom invoice to be printed instead of the standard CMS-1500 or UB-04 forms, please contact EZClaim for more information.

No claim invoices are automatically included in EZClaim.

Invoice Configuration

Prior to utilizing a claim invoice, it is necessary to configure EZClaim through the following steps:

Install the Claim Invoice report
- Contact EZClaim for more information on the cost and availability of claim reports
- EZClaim will assist in the installation of the report file

Activate the Additional Claim Forms in the Add-On Services library
- Contact EZClaim to obtain the activation code
- Configure the Additional Claim Forms to activate the additional claim types

Set your Payer library entries to use the claim invoice
- Open the Payer Library
- Select the payer that requires an invoice
- From the Claim Type drop-down, select the invoice to print for this payer

Printing Invoices

Claim invoices can be printed individually from the claim screen by clicking the Print button in the ribbon bar or using the Print Claims button in the quick access menu.

Note: When utilizing the Print Claims window, it is crucial to select the appropriate Claim Type for the report you wish to print.

Failure to do so may result in an empty list.

Print Form With Data

Tip: If using the red forms, use either Preview Only or Never. Otherwise, a black form will print on top of the red form.

If you are using plain paper and you need to print the form from the Print Claims window, make sure to select the Always option in the Print Form with Data selector.