CMS-1500 landing page

The CMS-1500 landing page contains a lot of useful information at a glance that can be filtered in a few different ways. 

This page will show you and allow you to filter by:

  • client name
  • policy name
  • service date
  • created date
  • status 

From this area you can also:

  • create a new CMS-1500
  • export CMS-1500's to Office Ally or as a PDF file. 
  • set co-pays and reimbursements 

A detailed Insurance walkthrough: