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Step 4 – Print Insurance Forms


Click Print Insurance Forms to print the visits listed in Step 2. You will be prompted with a message that states the process is not reversible. However, even though the claim forms will print regardless, they will not be marked as processed unless you have answered yes to that question in Step 1.

NOTE: The claim form format that will be used is located in General Settings – Administration – Defaults; Default Form.

Click Close to exit the Insurance Forms screen.