Configure Payer Paper Claim Settings
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If you plan to submit claims in paper form, you can configure paper claim settings for an insurance company. This is a permission-based task; if you do not have access to configure settings, please contact your System Administrator.
See also the Kareo Guide to CMS-1500 02/12 form.
Navigate to Insurances
Click Settings > Insurance > Insurance Companies. The Enrollments dashboard opens.
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Configure the Paper Claims Tab
- Click the insurance company name on the Enrollments dashboard. The Edit Insurance Company window opens to the General tab.
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- Click the Paper Claims tab.
- Select your settings.
- Insured Format: Select one of the following:
- Default - Leave at "Default" unless billing for Medicare.
- Medicare style - This will prevent information from printing in Boxes 4 and 7, and will print NONE in Box 11.
- CMS-1500 field 24g: Select “Units” (standard) or “Minutes” (typically only used for anesthesia related charges).
- CMS-1500 field 32b: Some insurance companies require the facility ID associated with a service location to be included on the paper claim. This box is checked by default; the system will automatically pull the facility NPI from the service location record. Uncheck to block this action.
- Primary Billing Form: The CMS-1500 format required by this insurance company as the primary payer on a claim.
- Secondary Billing Form: The CMS-1500 format required by this insurance company as the secondary or tertiary payer on a claim.
- Note: In most cases you can use the same form for both primary and secondary. If you are not certain which form to use, contact the insurance company directly for clarification.
- Institutional Claim Format Settings: There is currently only one format; leave at the default.
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