Add a Claim to an Invoice

You will need to add a claim to an invoice if you want to bill Insurers. You will need to add Insurers and Insurance Codes before you can submit a claim. Claims are made against Policies that have been added to the Patient/Client profile.

  1. Click on the Invoice (example, INV-3)
  2. You have 3 options to add a claim. You can Copy from a previous claim, add it to an Active Policy, or add a New Policy, then add your claim
  3. You add additional claims to the invoice (Secondary and Tertiary)

Once a claim has been added, the estimated value will be based on the Policy details (for example, Deductible, Co-pay, and Co-Insurance). If an EOB (Explanation of Benefits) has been added, the calculated values will be based on the EOB.

Add Billing Code Sets to an Invoice

Adding a Secondary Claim to an Invoice

Track Insurance on an Invoice without Using the Insurance Add-on Feature

Invoices with Insurance Claims Allocates the Full Balance to the Patient/Client

Add Insurance Codes to an Invoice

Superbills

You will need to add a claim to an invoice if you want to bill Insurers. You will need to add Insurers and Insurance Codes before you can submit a claim. Claims are made against Policies that have been added to the Patient/Client profile.

  1. Click on the Invoice (example, INV-3)
  2. You have 3 options to add a claim. You can Copy from a previous claim, add it to an Active Policy, or add a New Policy, then add your claim
  3. You add additional claims to the invoice (Secondary and Tertiary)

Once a claim has been added, the estimated value will be based on the Policy details (for example, Deductible, Co-pay, and Co-Insurance). If an EOB (Explanation of Benefits) has been added, the calculated values will be based on the EOB.

You will need to add a claim to an invoice if you want to bill Insurers. You will need to add Insurers and Insurance Codes before you can submit a claim. Claims are made against Policies that have been added to the Patient/Client profile.

  1. Click on the Invoice (example, INV-3)
  2. You have 3 options to add a claim. You can Copy from a previous claim, add it to an Active Policy, or add a New Policy, then add your claim
  3. You add additional claims to the invoice (Secondary and Tertiary)

Once a claim has been added, the estimated value will be based on the Policy details (for example, Deductible, Co-pay, and Co-Insurance). If an EOB (Explanation of Benefits) has been added, the calculated values will be based on the EOB.

Add Billing Code Sets to an Invoice

Adding a Secondary Claim to an Invoice

Track Insurance on an Invoice without Using the Insurance Add-on Feature

Invoices with Insurance Claims Allocates the Full Balance to the Patient/Client

Add Insurance Codes to an Invoice

Superbills

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Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice