Create an insurance claim
Let's turn a signed encounter into a clean, scrubbed claim and send it off to the payer.
You'll convert a completed encounter into a claim ready for submission. This ensures your billing is accurate, codes are valid, and the payer receives exactly what they need to process payment.
Open Billing in the sidebar to get started.
Billing is where you manage all claim-related details before submission.
The insurance card on file is shown first — verify eligibility before you submit, just to be safe.
Verifying eligibility upfront prevents claim denials and keeps the process moving.
Enter the CPT and diagnosis codes — the note's assessment pre-fills the ICD-10 for you, so there's less to type.
The system auto-populates diagnosis codes from your encounter notes, so you only need to add procedure codes.
Click Submit claim — the scrubber checks for coding errors first, and this one passed with zero flags.
The scrubber runs automatically and flags any coding errors before the claim leaves your system — a clean pass means you're ready to send.
What's next
Once your claim is submitted, track its status in Billing to confirm the payer received it and monitor payment progress.