Description
This article covers how to send a claim with only certain selected line items, instead of sending all line items on an invoice.
Steps
In Billing click the three-dots button at the top of the ledger between Deposit and Statements. Select Claim.
Expand the invoice or invoices with procedures that need to be added to the claim.
Click to highlight procedures. Procedures that are highlighted will go on the claim, and procedures that are not highlighted will be left off the claim.
Once all procedures have been selected, click Proceed.
A window for claim settings will appear where any other details about the claim can be edited before it is created and submitted electronically or printed.
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