Manage a Completed Claim Form

Once you've created your CMS 1500 claim form, you can take the following actions: 

• 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 
• Export the claim to Office Ally (if you have the Office Ally direct integration enabled)
• Delete the claim

To view, edit, delete, or export your claim, follow the steps below: 

• Navigate to Billing > CMS 1500s tab
• Locate your claim > [...] > Make a Selection