In the Manage Claims screen, look for the Export or Download button. Select the format (e.g., Excel, CSV) and download the list of claims processed in the...

The HCFA with Background action generates a claim form with the CMS-1500 background. In the Manage Billing screen, select the claim and apply the HCFA ...

In the Manage Billing screen, select the claim and apply the HCFA without Background action to generate the form without the pre-printed background, suit...

In the Manage Billing section, select the claims that need to be submitted electronically and use the Generate 837 File action to create the electronic c...

If you need to update multiple claims with new CPT codes or other information, select multiple claims and use the Bulk Update action to apply changes to ...

This action allows you to view the school invoice for particular claims. Select a claim and click the School Invoice to see the invoice.

In the Manage Billing screen, select the claim and use the No Show Invoice action to generate and print an invoice for appointments as no show.

Select the claim and apply the Patient Invoice action to generate a billing statement or invoice specifically for the patient/guarantor claim.

Use the Push to Client Portal action to upload the claim or billing information to the patient's portal for their review and payment.

This action generates an 837 electronic file along with additional **PWK.