Enabling additional claim fields

Claims can be set to populate with additional information that isn't required by most payers. To enable these additional claim fields for a client:

1. Navigate to the client’s profile
2. Click Edit > Billing and Insurance
3. Scroll down to Insurance Claim/CMS Fields
4. Select Show additional claim fields

5. Complete the fields you want to populate onto your claim forms
6. Click Save Client

The fields you complete will populate specific boxes on claim forms. The information and the box they’ll populate are listed below:

• Box 9: Include secondary insurance info on primary claim?
  • This option will only be present if you have already saved the primary and secondary insurance information in the client's profile
• Box 10: Is patient's condition related to:
  • Employment?
  • Auto Accident?
  • Other Accidents?
• Box 14: Date of current illness or injury
• Box 16: Dates patient unable to work
• Box 17: Referring provider
• Box 18: Hospital dates related to services
• Box 20: Outside Lab and Lab Charges
• Box 27: Accept Assignment?
  • If No is selected, the payer will send reimbursement directly to the client. This option should only be used if you’re courtesy billing

Most payers don’t usually require these fields. Check with the payer if you’re not sure whether to enable one of the additional fields.