Convert Claim to Professional

Follow the steps below to convert an institutional claim to a professional claim. 

  1. Select Claim > Claim.

  2. 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.

  1. Open the claim.

  2. Click the More button.

  3. Select Convert Claim to Professional.

  4. Click Save