Creating a claim for Specific Line Items

---

1. With the correct patient at the top of the Sidekick, click Billing.

   [image of Billing highlighted in the Sidekick.]

2. The Billing module opens and displays the patient's invoices.

   [image of the Billing module showing the patient's invoices.]

3. The invoice typically includes the procedures that were checked out from an appointments.

   [image of procedures highlighted on a patient's invoice.]

4. In most cases, a claim is created on a single invoice, utilizing the invoice menu.

   [image of the invoice menu with Claims highlighted.]

5. This creates a claim that includes all procedures on the invoice, except custom codes and inventory items that do not bill to insurance.

   [image of a claim for showing procedures from an invoice on it.]

6. Sometimes a claim needs to be created to include procedures across multiple invoices, or to not include specific line items. This can be done by click the More Options menu at the top of the page.

   [image of the More Options menu at the top of the page highlighted.]

7. Click the Claim option.

   [image of the Claim option highlighted.]

8. A window opens that lists the invoices for the patient for the last 30 days. The patient, the date range and the clinic can be filtered to narrow or broaden the invoices that display.

   [image of invoices displaying in the window that opens.]

9. Create a claim by clicking the invoices to expand them. The procedures attached to each invoice will display beneath their invoice.

   [image of an invoice expanded with a text box saying "Click the invoice to expand it."]

10. Click the procedures to include on a single claim. Procedures can be selected from different invoices if desired. Click Proceed to create the claim.

    [image of procedures selected and Proceed highlighted in the Send Claim window.]

11. The Send Claim window opens. Add additional information as needed.

    [image of The Send Claim window open.]

12. At the bottom of the window are the options Manual Claim and Send to Batch. To print the claim and send it through mail, click Manual Claim.

    [image of Manual Claim highlighted.]

13. Click Send to Batch if the claim is to be sent electronically.

    [image of Send to Batch highlighted.]

14. The claim has been created to include only the procedures selected.

    [image of a Claim Form with the selected procedures on it and highlighted.]

If further assistance is needed please contact customer support by submitting a ticket through the Support section in Curve, emailing [e-mail], or calling [phone].