A Claim Form is generated when you create a claim which requires multiple fields to be filled up carefully before submission. The Claim Form Defaults feature autofills certain areas of the form with preset information making the claim form processing easier for users.
Let's see how to set up the claim form defaults in CareStack.
- Navigate to the System Menu > Practice Settings > Payments & Billing > Claim Form Defaults.
- Select the required claim form type to set the claim form defaults. You can select the Dental or Medical tabs as needed.
- Click Edit.
- Configure the Claim Defaults.
- Here you can set pre-set information for certain fields that reflect on the dental or medical claims forms such as a default Place of Treatment.
- You can choose 'Yes' or 'No' for certain information.
- Select the Signature on File option, If you need the signature to be added on the claim form itself for Subscriber, Parent/Guardian, Patient, Injured, or Authorized Person. (Not selecting Yes may result in claim denials).
- Click Save.
Practices can use this simple guide to quickly learn about Claim Form Defaults in CareStack!