Build the Custom Claim by entering the Custom Claim Fields

1. Open an invoice in the Invoice Editor and press Build Custom Claim

   Custom patient claims invoice editor


2. A window like the one bellow will open and prompt the entry of the custom fields for the claim

   Custom patient claims setup

When done, press OK 


For fields designs special for your organization, please contact your vendor.



3.Select the wanted custom claim template, and press OK. For testing use the CustomerInvoice.CustomFields.xls template

   Custom patient claims select template

 

      4. Next the custom claim with the merged custom fields will be opened, from where you can print\export or send by email the document.

      Custom patient claims result preview

 


Permissions to enter Custom Claims

You can control which groups are allowed to enter custom claims from Administration->Permissions

Custom patient claims permissions