Creating a Single Claim

1. From within ClaimConnect, click Single Claim.
2. Select a billing and rendering provider from the lists of providers available for your office.
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  • To add a new provider or edit an existing one, click Add/Edit Provider.
    3. Identify a patient by Social Security number or identification number. Do not use spaces or dashes.
    4. Select the patient or guarantor's insurance company by typing the payer name in the Payer field. If you type in the approximate name of a payer, a list of payers that begin with the same letters will be displayed for you to select from. You may also use the search tool to identify the correct payer name.
    5. Click Continue.
    Results:
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  • If only one patient matches your selection criteria, a blank claim form will be displayed.
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  • If more than one patient matches your selection criteria, a list of matching patients will be displayed. Click Select to review the patient and employee information for the desired patient. If all information is correct, click Create Claim. A blank claim form will be displayed. To edit any information, click Edit Patient, make any necessary changes and click Continue.
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  • If the covered employee is listed but the desired dependent patient is not, you may be able to add the new dependent via ClaimConnect, depending on the insurance company. If that option is available, the Add Dependent button will be displayed. Click Add Dependent, complete all information for the new dependent and click Create Claim. A blank claim form will be displayed
    6. Complete the online claim form and click Continue.
    7. If applicable, enter additional coverage information and click Continue. If the patient has no additional coverage, just click Continue.
    8. Review the completed claim form and do one of the following:
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  • To edit any of the displayed information, click Edit Patient, Edit Provider, or Edit Claim to access the area to be edited.
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  • To save your work without submitting the claim, click Save Claim.
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  • To delete the claim without saving your work, click Delete Claim.
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  • To print a paper copy of the claim, click Printer Friendly Page.
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  • To submit the claim, click Submit Claim.

    Important: Do not click on any of the left-hand navigation links while creating an online claim or the claim will be deleted. To avoid losing your work, click Save at the end of the claim form and retrieve the claim later from Claims Search.

    See also:
    Completing the Online Claim Form
    Submitting Your First Claims Batch
    Sending Attachments
    Pre-Treatment Estimates
    Saving a Claim Without Submitting It
    Printing Claims