Print Paper Claims

Some payers only take paper. A claim billed to a plan whose Submission Method is Paper (CMS-1500) is filed by printing it: ClaimPod fills the red form, records the claim as submitted, and keeps the pages so they can be printed again.

Before You Start

You need the User role, a claim in Ready whose plan is set to paper, red CMS-1500 (02/12) forms, and a printer set up as a connection. Set Up a Connection covers printers and their alignment.

Print One Claim

1. Open the claim. The filing button reads Print CMS-1500.
2. Select it, then choose the printer.
3. Select Print.

Result: the claim is submitted. What happens to the paper depends on the printer you chose:

Printer	What you get
Sends to printer	The form prints on the printer’s form tray
Prints from the browser	A PDF aligned for that printer downloads; print it at Actual size (100%)
Download only	A PDF with no alignment downloads

If the claim fails validation, it goes back to Draft with the reasons in Findings and nothing prints.

Printing files the claim. There is no way to print a Ready claim onto red stock without filing it, because a form in an envelope the app does not know about is a claim it cannot track.

Print Many

1. On the Claims list, select the claims to file. Any mix can be selected. Ready paper claims go in the print batch, Ready electronic claims in an 837P batch, and the rest are left out with a reason, such as “Still a draft; check it first.”
2. In the bar, select Export…. Export Claims counts how many of the selection are ready, how they split between the two batches, and how many are left out.
3. In the CMS-1500 group, choose the Printer. If electronic claims are selected too, the 837P group asks where to deliver their file.
4. Select Export. A run panel follows the claims as they file.
5. When the run finishes, select Open Batch.

Result: the printed claims are Submitted and sit in a batch on the Claim Batches tab of Batches, where you collect the forms.

Look Before You Print

View CMS-1500 in the claim’s menu shows any claim on the form, in any status, as a watermarked copy. It is the place to check a box before filing, and the place to get a record copy afterwards.

After Printing

Open the batch on the Claim Batches tab of Batches.

1. Put the forms in the envelope.
2. Select Mark Mailed and enter the day it went out. It defaults to today, and each claim’s Filing Date is set to it.
3. If the day was wrong, Change Mailing Date in the batch menu corrects it.

The mailing date is yours to state - a form in a printer tray is not a form in the mail - and it is what the batch’s mailing date records; a batch that reached its printer reads Printed.

A batch holding secondary claims also carries the primary payer’s adjudication as separate plain-paper pages; a tertiary claim gets one page per earlier payer. Select Download Primary Adjudication in the batch menu, print them, and mail each with its claim form.

When the Printer Does Not Answer

The claim is still filed. The batch reads Print Failed and says why, and the claim shows a Filed but not printed banner until the forms go out. Either Deliver it again from Deliveries on the batch, or Download PDF and print from the browser, then Mark Mailed.

A printer that took the job but never confirmed it leaves the delivery Sending, because ClaimPod cannot tell whether the forms came out. Check the printer before printing again; Claim Batches explains when a new delivery is allowed.

Related: Claim Batches · The Claim Page · Connections · Export Ready Claims