How to Submit the Claim from the Invoice Page

How to Submit the Claim from the Invoice Page

The claim can be submitted right from the invoice section of the patient profile. It is a 2-click process. Follow these steps when you are done creating an invoice for the patient.


1. On the left side of the invoice section, there is a ‘Submit Claim’ button. Click on the button.



2. When you click the ‘Submit Claim’ button, the HCFA form will open.
The form will fetch patient and invoice details from the system. If you want to make changes to certain boxes, you can do that.



3. Scroll down to the bottom of the HCFA form. Click on the green colored ‘Submit Claim’ button.
Your claim will be submitted to the clearinghouse.



Note: 

1. EDI and Paper Submissions for Work Compensation:
  • Whether the claim is related to work compensation and submitted via EDI or paper, the HCFA form will auto-populate the work compensation number in Box 11b (Other Claim ID) based on the work compensation insurance ID entered in the patient chart.

2. Auto Accident Submissions:

  • In the case of auto accident claims, if submitted via EDI, the other claim ID in Box 11b on the HCFA form will not auto-populate. Please manually provide the necessary information.
  • For auto accident claims submitted via paper, the other claim ID in Box 11b on the HCFA form will auto-populate.
3. If the "Work compensation" or "Auto Accident" option is marked as "yes" in the Patient Chart, the insurance ID associated with it will be displayed in Box 11b of the HCFA Form. Please make sure to add the relevant insurance ID to the patient chart for accurate and consistent information.

    • Related Articles

    • Find a claim

      You can easily find any claim for a patient on zHealth to view it, edit it, or submit it. There are two ways to find a claim. The first one is through the Billing Center and the second one is through the Patient Chart page. (i) How to find a claim in ...

    • Insurance Claim Error Cheat Sheet

      In chiropractic billing, claim errors result in either rejections or denials and overcoming these can be challenging. Even small errors like missing or incorrect patient demographic information can lead to claim denials and payment delays. As a ...

    • Tracking Insurance Claim Status

      When you submit an electronic claim, the application creates and sends an 837 EDI file to the clearinghouse (Office Ally). After that, you or the system cannot control your claim. Fortunately, the application allows you to track your claim’s status. ...

    • How to Batch Submit Claims at the Patient Level

      You have the option to submit all insurance claims for a given patient at once. This means that you will be sending claims for multiple patient visits to the corresponding insurance providers. This is a useful tool in zHealthEHR that will allow you ...

    • How to Fill the HCFA Claim Form in zHealth

      This document only explains what type of information you need to fill in each box in the HCFA (CMS-1500) claim form and where you can add, update, or change corresponding information in your zHealth account to ensure accurate information for claim ...