Kerrianna Neilson

You can create an amendment to edit the diagnosis code and generate a separate claim. You can also add to the diagnosis code from the claims queue by clicking on the DOS and updating it here prior ...

Printer Alignment Guidance for HCFA Forms: Printer instructions: The system creates the CMS-1500 as a PDF to the exact dimensions of the claim form. If you are printing the No Line format onto a CM...

Bulk Downloading Patient Notes: To quickly download a patient’s clinical notes in bulk, go into the case and then select the three dots next to “Start a new note,” as shown below:  

Watch this short video to learn how to enroll into Medicare on Claim.MD: https://www.loom.com/share/0bf446dcbc374fc083982ae2d266eaba  

Flowsheet best practices The flowsheet is designed to streamline writing notes and billing. Select the codes you want to include on your flowsheet and add dates and treatments based on appointments...

To download your Patient List go to Reports > Marketing > Client List. Use the blue icon in the top right to Download the report. Copy into Excel or Google sheets for additional filtering.      *U...

Go to Settings > General > Accumulator Tracking.    The default setting for all payers can be found on Settings > General at the bottom of the page. Here you can set the default values for in-netwo...

Accumulation Trackers Alerts on calendar appointment popups Appointment popups will show alerts for patient’s deductible (ded.), out-of-pocket (OOP) maximum, insurance visit limits, and case max vi...

To add  or edit guarantor information to a patient chart, Click 'MORE'.    At the bottom of the Information section, you will see section titled 'Guarantor Information'.    Once guarantor informa...

Signed POC checklist item for Initial Evaluations will be marked as done if both of the following are present:  a physician script has been uploaded to the patient’s case the POC has been successf...