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.

3. Open the claim.

4. Click the More button.

5. Select Convert Claim to Professional.

6. Click Save.