In certain circumstances you may not be submitting a claim for your office but would like, as a service, to provide a copy of the claim form to the Patient for them to be able to submit it to their insurance company for reimbursement to them (Provider does not accept assignment).
In this example we will use the CMS-1500 , however the process functions the same for the generic insurance form.
1) Record in the line detail the items to be included on the claim by selecting the Apply Insurance check mark.
2) Record the value of the item as $0.00 ( this will insure that you will not record a receivable for the insurance company on your accounting books and that the patient amount payable is not changed).
3) Prepare the claim as you would normally. Make certain that you do not accept assignment ( note that the Insurance Policy Profile may automatically accept assignment - review insurance profile being use).
4) Open the claim and you can print a copy of the form. IMPORTANT if using a CMS-1500 you must use the Pre-printed Government approved paper form).
When using the Generic Claim form option the following printout (example) is printed.
