How to Submit a Claim

Here is how to submit an eClaim on behalf of a client: 

1. Click on the appointment in your schedule

2. Click on the Invoice button

3. Select the Claim tab

4. Select the right insurance profile in the drop-down menu

5. Change the Item / Description, Service Date, Quantity,Duration and/or Unit Price, if necessary

6. Save

7. Click on Submit claim

8. Click on Consent Forms if you need to fill out a consent to collect and exchange personal information

9. Enter the insured member information

10. Check this option if the insured member is covered throught another insurance plan and fill out the other required information

11. Continue

12. Answer more questions and Continue

13. Accept the insurer's terms and conditions and Submit

You will see how much the insurance company is covering: 

To pay the remaining balance: 

1. Click on Invoice

2. Click on + Payment

3. Select the payment mode

4. Confirm the payment amount and Continue