Manage a Completed Claim Form

Once you've created your CMS 1500 claim form, you can take the following actions by clicking the [...] next to the claim: 

• View a read-only version of the claim
• Edit the claim
• Export the claim as a PDF (for your to view the claim rendered on the CMS 1500 red ink form) 
• Export the claim as a TXT file to submit to insurance payers 
• See the reimbursement details
• Delete the claim

In reimbursement details, you can update the insurance reimbursement details, including what the client owes.