Here's how to generate individual claims: 

1) Select the Billing tab located in the left-side panel and navigate to Claims. 

2) Click any claim line item to open a preview of a Pending claim. 

3)  The claim information is pulled directly from the corresponding transaction.

3) You can either Test or Submit this claim.

• Clicking Test will run a check against ChiroUp business rules for claims generation to ensure the claim has the minimum required information to generate the claim. Any missing information will be shown and you will be able to resolve those errors at that time.
• Clicking Submit will run the same checks as Test, but if the claim passes the check, it will automatically move the claim into Submitted status and download the generated claim for for the user. 

4) If you click Test, the claim will indicate any missing information. If services and diagnoses are not locked, you can lock them from this screen. For other errors, navigate away from the claim to enter the required information.

• Enter missing patient information from the General tab of their patient record. Click the check mark next to each line item to notate it's been addressed.
• To lock service and diagnosis pointing, you can use the icons alongside that line item. 
  • The icon on the left (🚫) will lock the services and diagnosis pointing from this screen.
  • The icon on the right (↗) will bring you to the transaction so that you can review service and diagnostic codes before locking. 

5) After resolving all errors, you can either re-test by clicking the Test button again, or clicking Submit to submit the claim

• If you re-test the claim and all require information is there, the claim will move from Pending status to Unsubmitted status. 

6) When you're ready to submit the claim, click Submit. This will move your claim into submitted status and automatically download your generated claim form. 

If you have TriZetto integrated clearinghouse, then your electronic claims will send directly to TriZetto! No further action required! 

If you are not using TriZetto integrated clearinghouse, then you'll want to upload the claim file that automatically downloaded to your computer into your clearinghouse to submit the claim.