• The default process method for payors (except self pay) is 837.
  • To claim 837 click on the blue down arrow as shown in image below.


  • Download the document 837 electronic claim and upload it on the clearing house website or the insurance depending what the setup is.
  • You can also print a client invoice for the clients who are enrolled for self pay.

To print clients invoice

  • Click the PDF icon to the far right of the billcase that you would like to print.
  • This lists all individual PDFs that you have generated from this billcase, and allows you to create a new printable claim.