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Filopto Help Manual

 

CMS-1500 Insurance Policies

 

When entering a Patient Policy record certain key information is required for proper claim billing.  The tabs provide users with an easy way for completing the required information to submit a successful error free claim.

 

Warning:  

 

CMS Patient Information must be completed before a claim can be properly generated.  Refer to your Insurance provider claims requirement information kit on the proper items to complete in this section.

 

 

 

PatientInsurancepolicyinfo

 

The Required Information Tab is subdivided into various tabs permitting the recording of the CMS-1500 information required for claim submission.  The CMS 1500 form field numbers are listed for easy reference to the CMS 1500 submission guideline provided by the CMS organization and your Insurance provider.

 

You must complete the associated CMS-1500 form section for each insurance plan. The information entered is specific to an Insurance policy and will only be used for claims using this insurance policy.  At invoice time, this CMS-1500 information is automatically entered in the CMS-1500 form for automatic billing to the selected insurance plan.

 

Note: Carefully review each line of the CMS-1500 form and complete the identified fields as required. If no information is entered in this section, the invoice will not be able to generate a CMS-1500 form. Reviewed for accuracy.

 

Explanation of the content of each CMS-1500 field is available on the back of the CMS-1500 form or via the HIPAA web site (www.HIPAA.org or at http://www.cms.gov/hipaa/)