Finances
How to create a Claim/CMS 1500?
6 min
how to create a claim/cms 1500 in eggmed? you can quickly generate insurance claims within eggmed from the finances section this process helps streamline your billing and ensures all required details are captured accurately step 1 start from the finances tab begin by going to the finances tab in the sidebar at the top of the screen, click the create button a dropdown list will appear with the following options invoice superbill claim/cms 1500 select claim/cms 1500 from the list step 2 select the client and session a sidebar titled new claim will open use the search bar to select the client once selected, all eligible sessions for that client will be displayed click on the session you want to create a claim for note the client must have their billing type set to insurance in their profile settings if the client is set to self pay, claims cannot be created for help with billing types, refer to our article on client settings step 3 fill out the claim form after you select the session and click create , a new interface will appear with the full claim form this form contains 32 fields eggmed will pre fill most of the required information such as client demographics, address, and insurance details you will need to manually enter or confirm key fields, including your npi number your taxonomy code diagnosis information signature and confirmation fields step 4 submit the claim once all required fields are completed, click submit your claim will now appear in your insurance tab or claims dashboard, ready to be submitted or reviewed