Why are my fax, print, or manual claims not displaying on the Claims screen?

Review the following scenarios to troubleshoot why your fax, print, or manual claims are not displaying on your Claims screen.

Is an insurance invoice created?

• No: Create and authorize an insurance invoice. Claims cannot be created from a patient's invoice.
• Yes: Open the insurance invoice.
  • Verify the invoice has been authorized. If not, authorize the invoice. If it has been authorized, follow the instructions for the Claim History tab noted below.

Does the invoice's Claim History display the Submit Method as Fax, Print, or Manual?

1. Open the invoice.
2. Access the Claim History tab.
3. In the Submit Method column, does Fax, Print, or Manual display? See Example
   • Yes: Contact Customer Support for assistance.
   • No: Continue with step #4.
4. Access Admin > Vendors/Partners > Insurance Companies > open the insurance company > Claim Information section.
5. In the Claim Submission field, select Fax, Print, or Manual.
6. Click 'Save & Close.'
7. Log out and log in to see the changes associated to the setting. 
8. Open the invoice.
9. Change status from authorized to pending and back to authorized. The insurance invoice will now display on the Claims screen as Fax, Print, or Manual.