Once a patient agreement has been scrubbed (see Scrub a Claim procedure), it is ready for submission to claims management.
- At the top of the screen, click on the Clinical drop-down menu, select Patient Agreements.
- To filter patient agreements, click the All drop-down menu and select Billing.
Filter by All Channels, Not Submitted, Year to Date
If multiple clinic locations, you may filter by clinic locations.
- Check each claim that is ready for submission to billing. The system tallies total claims to be submitted.
Click the Submit to Billing button. The status updates as the claim processes.
Note: If you receive Error, Document Generation Failed, or Transmission Failed message. Filter by error or failed message and resubmit. Attempt this solution several times before creating a help ticket.