NextGen Knowledge Center

Generate Paper Claims

When UB claims are previewed or printed, a claim status header displays at the top of the claim. The claim header indicates the status of the claim, either pending or archived, and for claims that are archived the date they were processed also prints in the header. The claim status header only displays on claims that have already been processed (archived) or when a copy (not for submission) is previewed or printed.

The Claim Maintenance window allows you to customize the claim header, insurance information, and additional claim details.

Select on the following tabs to populate the fields that you want to display on a claim:
  • View Claim
  • Claim Header
  • Insurance
  1. On the tool bar, select the Claims icon .
    The Claim Request Lookup window opens.

  2. To search for the claim request, enter the applicable search criteria.
  3. To view the claim, highlight the claim request row and double-click.
    The Claim Maintenance window opens with a preview of the populated claim form.

  4. On the Claim Maintenance tool bar, select one of the following icons:
    IconSelect to...
    View all of the pages of the claim.
    Print the claim and apply the print properties.
    Quick Print the claim.
    Apply the page setup, which includes the paper size, source, and orientation.
    Review the claim for any errors or claim edits.
    Close the Claim Maintenance window.