Create Institutional Claim for Patient

Use this action to quickly create a institutional claim for this patient. 

  1. Select Patient > Patient.

  2. Use the Search field to search through your patients. 

    Place a check in the “Include inactive patients ” box to include inactive patients in your search results.

  3. Select the Patient.

  4. Click on the More button found at the top of the page.

  5. Select Create Institutional Claim for Patient

  6. A newly created institutional claim for this patient will open. Please reference the Claims Help Article for more information on creating claims.