How to Batch Print Claims

How to Batch Print Claims

You can use zHealth's 'Print Claims' feature if your payer requires you to print and send claims directly, instead of electronically. This help article covers how to batch print a group of claims that you are mailing directly to the payer.

1. From the zHealth dashboard, hover the cursor over your name at the top right corner. Click "Billing Center".

2. In the Billing Center window, click "Print Claims" as shown here. A pop-up window will appear.

3. On the Print Claims window, enter the following details to find all claims related to a given insurance payer:

a. Enter the Start Date and End Date
b. Select Insurance from the drop-down
c. Click the checkbox for "Show Printed"
d. Click Search

4. Based on your start and end date of service, you will see claims for the selected insurance payer along with these details:
a. Visit Date
b. Patient Name
c. Invoice amount
d. Amount paid by the Patient
e. Amount paid by the Insurance
f. Discount if provided
g. Patient Responsibility
h. Insurance Responsibility
i. Balance due
j. Status of the claim submitted
k. Printed (Yes or No)
Note: The Claims are sorted based on the alphabetical order of the Patient Last Name, followed by Date of Service (DOS), and alphabetical order of the Insurance Name. 

5. To print all claims, click the checkbox at the top to select all claims on the first page. Or you can select specific claims by clicking the checkbox in front of each row. Next, you can:

a. Click "Print All" to print the paper claims for each claim. Follow the print command on your system to print them at once.
b. Click "Print All HCFA" to print the HCFA forms for each claim. Follow the print command on your system to print them at once.

    • Related Articles

    • Navigating the Billing Center in zHealth

      Users can view all patients' billing and claim details in the Billing Center. This area provides tracking and insight into the statuses of claims submitted to insurance payers. Users can post ERA or EOB payments, download EDI, generate claims, submit ...
    • Viewing and Correcting Claim Errors and Printing HCFA

      This section is an overview of how to view and make corrections to rejected claims. Once corrections have been made to a claim, you will have the option to resubmit the claims to the clearinghouse before it is forwarded to the payor. Claim error ...
    • Moving to the New Billing Interface

      Table of Contents What is the New Billing Interface? What has Changed? Comparing Old vs New Billing Interfaces How to Get Access to the New Billing Interface? Questions? What is the New Billing Interface? The New Billing Interface is a revamped ...
    • Printing or Emailing Invoice to the Patient

      You can print or email an invoice any time after a patient has been billed. Here is how to print or email an invoice to the patient. 1. Navigate to the Patient Chart. You will be at the Summary section of the patient profile. Click on the 'Patient ...
    • Generating and Sharing Patient Statements

      Patient Statements can be handy when you want to run a report showing multiple visits together or share the billing statement with the patient to show amounts owed or paid. You can print or email statements with just the patient’s info, the patient ...