How to Create an Institutional Claim Template

You can pre-enter information to create a new institutional claim template to use as a basis for a new transaction at a later time. After creating your templates, you can also view, edit, or delete them at any time if desired.

On some panels on this page, you can click Add to display additional fields for adding values. Already existing values (if any) are listed in a table. Click a column heading to sort the table according to that information. You can click a table row to see fields for editing values.

If you open a panel with an action bar and add or edit information, before continuing, on the panel's action bar, click Save.

Optionally, you can:

• Reset your entries. To display the information on the page or panel as it appeared when you last clicked Save, click Reset.
• Cancel your entries. To close the page or panel without saving your changes, click Cancel.

To create a new institutional claim template

1. On the Claims menu, point to Create Templates, and then click Create Institutional Template.
2. On the Create Template - Enter Template Name page, enter the desired template name and description and click Continue.
3. Complete any fields that you want to have pre-populated on a claim created from this template. There are no required fields on a template.
   • Basic Claim Info tab
   • Other Claim Info tab (optional information)
   • Other Service Information page (optional information only available for entry from the Service Line Item panel on the Basic Claim Info tab when you click Save & Add Other Svc Info/TPL. Enter the fields and click Save and Return to Basic Service Line Item. To edit other services and TPL information for a line, click these same links.)

   Tip: For efficient navigation, you can click links at the top of the tabs to go directly to that panel.

4. Click Save Template.

What's Next?

You can view the template without making changes, or you can edit or delete a saved claim template.

See Also