How to Create A Claim

1. To begin the billing process from the encounter page, FIRST select the claims tab in the section of the encounter page and the select + ADD NEW CLAIM

   

   2. Click the +ADD New Claim Button

   How to Share a Claim

   3. Add the involved parties to grant access for the involved parties to share data and make reports. Transparency is just so easy now :).

   

   • List of Default Values for Organizations in While Creating a Claim
   4. Now that you have created the claim and set the share settings, its time to add the items that are being billed from this encounter in this way.

   

   <aside> 💡 Drag and drop the service items that you wish to be billed under the configuration you just set.

   If you are billing for something like a facility fee, you can click on the view icon after creating a claim, then uploading a file to the claim to support the reason for the claim. You can then calculate the claim total to update the case participants of the new expenditure.

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How to Record Reductions/Payments

Track reductions and payments and update everyone automatically.

Manage communication about a specific claim in the claim. A reduction request is commonplace in personal injury. Recording a reduction can be challenging, depending on how the request for reduction made. Metaclinic makes it easy to record the reduction by doing the math for you.

<aside> 💡 Payments are also easy to track, this allows for transparency for all parties to build trust.

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How to Create a Claims Report

Data Visualization

https://metaclinic.typeform.com/to/W32lCZ