Print Insurance Form on Demand

With the Print Insurance Form on Demand function you can request an insurance claim (either HCFA or UB) to print for a specified patient, accounting date range, date of service or case record.

Upon accessing this function, you must first select a patient. If the patient has more than one insurance carrier on file, a screen will display showing the carriers. To select an insurance carrier to print the claim to, click anywhere in the row containing the carrier's information.

After you select an insurance carrier, or if the patient has only one insurance carrier on the account, a screen will display containing fields to select the specific printing options.

Data Field Information
Prompt Response Req Len
Begin with Accounting Date Type the accounting date you want to start with, click the calendar icon to select a date, or leave blank to include all accounting dates.   10
End with Accounting Date Type the accounting date you want to end with, click the calendar icon to select a date, or leave blank to include all accounting dates.   10
Case Record Type the case code you want, select a code from the Case Record list, or leave blank to include all cases.   2
Date of Service Type the date of service you want, click the calendar icon to select a date, or leave blank to include all dates of service. If you type an accounting date range and leave this field blank, it will print all dates of service within that accounting date range.   10

The following criteria must be met for an insurance claim to print.
  1. There are insurance policies on the account, and
  2. There are procedures on the account that fall between the beginning and ending accounting dates specified, and
  3. The procedures fall between the effective and termination dates of the insurance policies in the patient's insurance record.
If these criteria are met, then a completed insurance form will print and an entry will be placed in the patient's insurance ledger. If this is the first time these procedures have been filed, the entry into the ledger will reflect that insurance was filed. If these procedures have been previously filed, then just a notation will be recorded in the insurance ledger that a demand claim was requested. If you 'demand' forms after the original filing of the claim, it will not affect the aging of the claim.

If no charges are found during the time frame selected, the message 'No charges accepted for printing' will appear.