The seven sections

Every claim in Billing uses the same form, whether it was imported from CloudPCR or created by hand. When you open a claim, the form is a single scrolling page split into seven colored section headers:

  1. Claim Info — the basics about the call: incident number, date of service, claim frequency, place of service, provider signature, billing provider, and accident or workers' comp details.
  2. Patient — the patient's name, date of birth, sex, address, and contact information.
  3. Payers — the patient's insurance policies. You can add multiple payers when a patient has more than one type of insurance.
  4. Transport — where the ambulance picked up the patient, where it went, the type of transport, and whether it was an emergency.
  5. Coding — the medical codes that describe what was wrong with the patient and what was done. This includes diagnosis codes and a transport reason code.
  6. Charges — the line items and dollar amounts for the claim.
  7. Attachments — supporting documents like signed forms, medical records, or authorization letters.

Moving between sections

Scroll up and down the page to move between sections. Each section has a colored header so you can see where you are at a glance. Your changes save automatically as you go, and you can close the claim and come back to it later.

The right-hand panel

The panel on the right of the claim page shows the Claim Status, submission details, and the Validate Claim button. When validation finds problems, the panel also lists every issue with a link that jumps straight to the field that needs fixing.

Tips

  • If a claim was imported from CloudPCR, many fields will already be filled in. Review them for accuracy rather than retyping everything.
  • Required fields are marked. If you try to validate a claim with required fields empty, the validation panel will show you exactly which fields need attention.