1. Add Charges for the patient account quickly.

2. Add Payment across charges for the active patient and dependents or other patients, if needed, all from one screen.

3. Edit Charge Details by double clicking the line item.

4. Specify the Follow-up Action for the charges posted.

5. Select Route to file claim-Paper or Electronic. (Defaults to option selected in Insurance Company setup)

6. Any provider Follow-up Comments or instructions entered by the provider on the billing statement will show up here.

7. Enter any Claim Comments to the billing staff when processing claims.

8. Add an Adjustment at the time of posting.

9. Paper Fill: Paper claims only allow for four diagnosis codes per visit. If you have more than 4 codes per visit, you will need to make a selection if you want to uses the primary 4 codes and use the fewest pages or if you want to use more than four diagnosis codes and maintain order.

10. Check box to Print a receipt after posting, or click to remove check mark if no receipt is required.

11. Post charges, payments and adjustments to the patient's ledger. If Submit to Insurance is selected and there is an active insurance policy for the patient, a claim will be automatically generated.