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DAILY CHECKLISTS

How-To Print Paper Claims

  1. Open Front Desk
  2. Billing/Statement Reports
  3. Select Case Type: Auto
  4. Set Alerts: Auto
  5. Select the Date to generate claims up till.
  6. Select Preview
  7. Ensure All Data is Verified
  8. Save a PDF copy of the claims by printing to PDF.
    1. save under Dropbox "/documents/MyScansnap/2016/HCFAs"
  9. Select Printer
    1. Canon MF4800 Seres UFRII LT(I)
  10. Select Preferences
    1. Set 1-Side Printing
  11. Print Claims!
  12. Check if claims printed out OK
  13. Select Continue
  14. Select YES to mark claims as Billed