Search Claims to Print

Claims will only appear on this screen if they are in the status “User Print and Mail to [Payer]”. For more information on how to set claims status, please visit our Claim Help Article.

Follow the steps below to search for and print claims.

  1. Select Claim > Claim Batch Print.

  2. Enter your Search Criteria or Load a Search Filter.

    1. Use the Claim Form drop-down menu to select the claim form to search and print for.

    2. Use the Claim Date Entered option to select the date the claim was entered.

    3. Use the Claim Date of Service option to select the date of services rendered.

    4. Use the following drop-down menus to filter your claims by: Practice, Provider, Facilities, Office Location , Current Payer, Payer Priority,  Claim Amount.

  3. Click the Search button. 

  4. Optional: Click on the icon to edit your search filters.

    Sort your search results. Visit our Reorder Table Columns Help Article for detailed steps on how to hide, rearrange or add header columns.

  5. You are able to interact with the search results by right-clicking on a row.

    1. Copy: Copies the patient's information to your clipboard.

    2. Open Patient: Opens the selected patient's record within the patient screen.

    3. Open Claim: Opens the selected claim in the Claim Section.

  6. Use the checkbox(es) found in the first column to select claims you would like to print.

    1. The Print button will print the selected claims in the order they appear on the screen.

      Once printed the checkbox will be replaced by a printer symbol that will mark it as “printed.” One or more claims previously printed can be reprinted by right-clicking on the print icon.

    2. The Test Print button is used to calibrate your printer to ensure your claims are printed correctly. If your claim is printing off-centered. You may need to edit your Claim Print Margins found on the Claim Settings Screen. 

    3. The Show Preview button will give you a preview of the claims you wish to print. Any errors you find can be corrected by returning to the Claim Screen

  7. Click Close.