Follow the steps below to convert a professional claim to an institutional claim.
Select Claim > Claim.
Use the Search field to search for your claim.
Place a check in the “Show exact matches only” box to search for exact matches or “Show unpaid claims only” to show claims that may need follow-up.
Place a check in the “Show exact matches only” box to search for exact matches or “Show unpaid claims only” to show claims that may need follow-up.Open the claim.
Click the More button.
Select Convert Claim to Institutional.
Click Save.