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Filopto Help Manual

 

When entering a Patient Policy record certain key information is required for proper claim billing.  The tabs provide users with an easy way for completing the required information to submit a successful error free claim.

 

Depending on the Insurance Claim Connector plug-in being used in your installation the displayed screen will be modified for your needs.

 

When using the CMS-1500 Claim Connector the screen will resemble the following:

 

PatientInsurancepolicyinfo

 

Note: Carefully review each line of the form and complete the identified fields as required. If no information is entered in this section, the invoice will not be able to generate a valid claim.