Open the specific patient account, and click on the Claims Tab to locate the appropriate claim; OR double click on the correct claim from the Claims Manager.

1. Click to highlight the appropriate claim in the Claims grid.
2. Click the More Info button to view the Facility for the visit.

The Facility for the visit will be indicated in the field highlighted above.

1. Go to the Tools menu.
2. Click on Manage Facilities.
3. Double click on the appropriate facility.
4. Click on the Additional IDs tab, indicated above.

Find the Insurance Company with whom the claim is being filed.

1. Enter the appropriate qualifier, signifying the type of ID number.
2. Enter the legacy ID number.