• 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.