Printing paper claims by insurance company

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rhelfer
Posts: 40
Joined: Thu Apr 14, 2016 3:27 pm

Printing paper claims by insurance company

Post by rhelfer » Wed Jun 29, 2016 8:59 pm

Medisoft prints HCFA 1500 in order by patient name. Is there a way to print by insurance company?

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Gavin Walker
Posts: 4625
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Location: Springfield, MO
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Re: Printing paper claims by insurance company

Post by Gavin Walker » Thu Jun 30, 2016 1:41 pm

Go to Reports -> Design Custom Reports and Bills and then edit your claim form report template.In the Medisoft Report Designer go to File -> Report Properties -> Data Filters tab and in the Default Values drop down, pick the sort order that you want. By the way, the default sort order of the CMS - 1500 (Primary) - 02/12 report is the primary insurance carrier.
Gavin Walker
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386

rhelfer
Posts: 40
Joined: Thu Apr 14, 2016 3:27 pm

Re: Printing paper claims by insurance company

Post by rhelfer » Thu Jun 30, 2016 2:17 pm

In the default order it states insurance carrier 1; claim status 1, default answer to that line is no. Should change to yes and if so do I need to change any other lines since that line was no?
Thanks

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Gavin Walker
Posts: 4625
Joined: Wed Apr 04, 2007 10:11 pm
Location: Springfield, MO
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Re: Printing paper claims by insurance company

Post by Gavin Walker » Thu Jun 30, 2016 4:42 pm

Sorry, I forgot to mention. Select the line that says Sort By first (normally the last question).

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