Enter a Contracted Bulk Claim

Use this tutorial to enter a new contracted Bulk claim.

Complete the following steps to Enter a Contracted Bulk Claim:

Click the Enter a Contracted Claim quick link on the Home page. The Enter a Contracted Claim page displays.
Complete information in the following controls to specify the provider and client information for the claim, and to select the type of claim:

In Provider Agency, select the name of the provider agency for the claim.
In Provider Site, select the name of the provider site for the claim.
In Client Number, enter the specific client identification number for the claim. You can click Client Search to search for a client as necessary. When clicked, the page refreshes and displays Authorization Search functionality.
In Client Date Of Birth, enter the date of birth of the client for which the claim is to be entered.
In Claim Type, select Bulk as the type of claim to enter.

NOTE: You can click Client Search to search for a client as necessary. When clicked, the page refreshes and displays Client Search functionality. Complete information in one or more of the following controls to search for an select a client:

In Last Name, enter the last name of the client on which to search. You can enter partial information to widen your search.
In Date Of Birth, enter the date of birth on which to search.
In Social Security Number, enter the specific Social Security Number on which to search.

Click Search to perform a search based on the search criteria specified. The page refreshes and results found to match the search criteria are displayed in the Clients table. Click the Select link to select a client. When clicked, the page refreshes and the selected client's information is entered in the Client Number and Client Date Of Birth fields under Contracted Claim Information.

Click Enter Detail to enter claim line item information for the claim. The page refreshes and displays Claim Detail information.
In Start Date, enter the date on which the service began for the claim line item.
In End Date, enter the date on which the service ended for the claim line item.
In Service, select the name of the service that was performed for the claim line item.
In Units Per Day, enter the total number of units claimed per day for the claim line item
In Amount, enter the total amount claimed for the claim line item.
Click Add Claim Lines. The page refreshes and the information entered for the claim lines is added to the Bulk Claim Lines table.

NOTE: You can repeat steps 4-9 to add additional line items for the claim as necessary.

Once claim line item information has been added, you can update it as necessary by clicking the Edit link in the Bulk Claim Lines table for the specific claim line. For more information, see Update a Contracted Claim Line Item.

Click Save Claim to submit the claim. The page refreshes and a message displays under Claim Detail indicating whether the claim was submitted successfully.