The seven sections

Every claim in Billing uses the same form, whether it was imported from CloudPCR or created by hand. The form appears once the claim is linked to a patient record. If you open a claim and see a patient match screen instead, link or add the patient first. After that, the form is a single scrolling page split into seven sections:

  1. Claim Info - the basics about the call: incident number, date of service, claim frequency, provider signature, and the billing provider details (including place of service).
  2. Patient - the patient's name, date of birth, sex, and address.
  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, a transport reason code, and any accident or workers' comp details.
  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 blue header bar with its name and an icon 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 dropdown, submission details, and the Validate Claim button. After a clean run the button shows Validated. When validation finds problems, the panel lists them under Issues and Warnings, and each one is a link that jumps straight to the field that needs fixing. At the bottom, Submit marks the claim as submitted and queues it for transmission, and Save saves your work (changes also save automatically as you edit).

Paper copies

Near the bottom of the form, View CMS-1500 shows the claim laid out on the standard paper claim form, and Download CMS-1500 saves it as a PDF you can print and mail. See CMS-1500 paper claims.

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.