Jane is now able to generate a CMS 1500 form into an editable PDF!
Here’s the information you need to ensure all the data is populated onto the form.
1. Each of your US insurers should have an address and the type of Insurance Program selected.
Under Settings > Insurers >, click View to check that an insurance program has been selected:
2. Set your NPI and place of service code for the clinic. Head to Settings > Clinic Info & Locations, scroll down and click into your location.
At the bottom you’ll see the area to add this information:
3. In the “ID Numbers” section of a staff profile add both NPI (National Provider Identifier) and either SSN or EIN federal tax ID numbers.
Jane will use these to populate on to the CMS1500:
When you create a claim for a patient, you can enter all the relevant details for that patient and their claim:
Generating the CMS1500
Once you have added the claim to the appointment and Arrived the appointment, click the downward arrow next to the “Pay” button and select Generate CMS1500:
Jane will tell you if there are any missing fields and then generate the form.
This form can be edited further if required. Save or Print from there;
Note: SOF stands for Signature on File.
This is an accepted term but feel free to remove this is you are printing and signing.
These will print best on blank paper and you’ll need to print in colour if you require the red form for Medicare purposes. Happy Billing!