Run Insurance forms to generate and submit your patients' insurance claims either on plain paper with an approved laser printer, or electronically. Choose from a variety of formats and form types.
Get Started
Confirm patient insurance details for electronic insurance - To prevent errors, review the electronic insurance submission details in your patient folders. In particular, confirm that the patient has released the information to be sent, and note the response in the Claim Submission Reason field. See "Insurance Details" for details.
How to Get Here
Home or Patient Ribbon Bar - Forms > Financial Section > Scheduled Insurance or Insurance. (The Scheduled Insurance option, available from the Home ribbon bar, allows you to submit the scheduled periodic forms for all patients; the Insurance option, available from the Patient ribbon bar, allows you to submit a single insurance form for the active patient.)
Note that you cannot generate electronic claims from the Reporting tab ; you can only print paper forms from there.
Run This Form
When you initiate Scheduled Insurance forms from the Home ribbon bar, Edge will determine who should receive a continuation of treatment form from the settings in each patient's insurance detail record. When you initiate an Insurance form from the Patient ribbon bar, you can choose which form to generate for the active patient.
Choose Form Type - Choose the type of insurance form to generate, and enter the appropriate details. Note that only the Scheduled Forms option will function properly when you initiate insurance forms from the Home ribbon bar; All the other insurance forms are available when you initiate insurance forms from the Patient ribbon bar.
Partial form (Patient ribbon bar only.) - The Partial Form option is a minimally-completed insurance form used for special purposes. It is filled out with the patient, subscriber, and doctor information but does not contain any financial claim details.
Form date - Enter the date you want printed as the form generation date, generally today.
You can also click t to quickly enter today's date, or click +w or +m to add a week or a month to the currently selected date.
Use patient office address - Enable this option to use the address
of the office assigned to the patient folder on the form. Otherwise, your main office address will be printed.
Pre-Authorization (Patient ribbon bar only.) - You submit this form prior to services to obtain pre-authorization.(Note that the Canadian insurance form offers both the Pre-Treatment Statement and the Pre-Authorization insurance form, which provide for additional data entry options.
Form date - Enter the date you want printed as the form generation date, generally today.
You can also click t to quickly enter today's date, or click +w or +m to add a week or a month to the currently selected date.
Use patient office address - Enable this option to use the address
of the office assigned to the patient folder on the form. Otherwise, your main office address will be printed.
Statement of Actual Services (Patient ribbon bar only.) - The Statement of Actual Services insurance form bills for the entire contract, as shown on the Insurance Detailpageof the patient folder, or for any Additional Services Provided records that you have added to the detail page. You can print this form on plain white paper, or submit the claim electronically. (See "Insurance Details" for details. about Additional Services Provided records.)
Form date - Enter the date you want printed as the form generation date, generally today.
You can also click t to quickly enter today's date, or click +w or +m to add a week or a month to the currently selected date.
Use patient office address - Enable this option to use the address
of the office assigned to the patient folder on the form. Otherwise, your main office address will be printed.
Scheduled (monthly) forms (Home or Patient ribbon bar .) - This format generates this month’s scheduled continuation of treatment forms, as determined by your patient folder Insurance settings. You can print the forms on plain white paper, or submit the claims electronically.
Form date - Enter the date you want printed as the form generation date, generally today.
You can also click t to quickly enter today's date, or click +w or +m to add a week or a month to the currently selected date.
Use patient office address - Enable this option to use the address
of the office assigned to the patient folder on the form. Otherwise, your main office address will be printed.
Scheduled form month - Select which month's fees to include on the form. You can choose between last month's fees and the current month's fees. When you initiate this form from the Home ribbon bar, all insurance details that are due for an insurance form for the month you selected will receive an electronic claim. When you initiate this form from the Patient ribbon bar, only the active patient will receive a claim.
Miscellaneous Charge form (Patient ribbon bar only.) - The Misc.Charges option generates an insurance form for any range of dates to bill for charges you have posted in addition to the contract fees, such as diagnostic records charges. You can print the form on plain white paper or submit the claim electronically.
Form date - Enter the date you want printed as the form generation date, generally today.
You can also click t to quickly enter today's date, or click +w or +m to add a week or a month to the currently selected date.
Use patient office address - Enable this option to use the address
of the office assigned to the patient folder on the form. Otherwise, your main office address will be printed.
Ignore charge on insurance details - Enable this option to prevent miscellaneous charges that were posted directly to an insurance detail (and not the responsible party) from appearing on the electronic claim.
Ignore adjustments to miscellaneous charges - Enable this option to always include the full amount of posted miscellaneous charges on the insurance form, even if an adjustment has been made to the transaction. (See "Post Charge Adjustments" for details about applying adjustments to miscellaneous charges.)
Misc. charge dates - Choose a specific date range to include, or choose from among several Smart Value fields (i.e. This Week or Last Month) to enter the miscellaneous charge transaction dates to include on the claims. Electronic claims will be issued for charges that were posted on or between the dates.
Submit Claims - When you have finished selecting the electronic insurance form options, click Ok at the bottom of the options window. The Electronic Claim Submission window opens. Use the Electronic Claim Submission feature to review and send claims to your electronic insurance clearinghouse. See "Upload Electronic Insurance Claims" for details.
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Forms > Financial Section > Scheduled Insurance or Insurance. (The Scheduled Insurance option, available from the Home ribbon bar, allows you to submit the scheduled periodic forms for all patients; the Insurance option, available from the Patient ribbon bar, allows you to submit a single insurance form for the active patient.)
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