Page 1 of 1

Printing paper claims by insurance company

Posted: Wed Jun 29, 2016 8:59 pm
by rhelfer
Medisoft prints HCFA 1500 in order by patient name. Is there a way to print by insurance company?

Re: Printing paper claims by insurance company

Posted: Thu Jun 30, 2016 1:41 pm
by Gavin Walker
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.

Re: Printing paper claims by insurance company

Posted: Thu Jun 30, 2016 2:17 pm
by rhelfer
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

Re: Printing paper claims by insurance company

Posted: Thu Jun 30, 2016 4:42 pm
by Gavin Walker
Sorry, I forgot to mention. Select the line that says Sort By first (normally the last question).