How To Configure Claim Templates

How To Configure Claim Templates

How to configure Claim Templates
Table of contents

Claim Templates


As some accounts have recurring groups of claims with the same CPT and ICD codes, ProviderSuite offers “Claim Templates” which contain a customer-configured group of ICD and CPT codes for repeat use.

For example, suppose two patients visit the facility for “Osteoporosis”, then there could be a Template available which will have all the ICD and CPT codes associated with osteoporosis.

Important: This feature is available only for the ICD-10 codes. Consequently, the ICD Default option on Settings > Account must be set to ICD-10 for each account where Templates will be used.

This feature is configured in the Web App and then used within the Billing applet. The user will have to first add a Template at the WebApp level (Settings > Account) before it will be available in the Billing applet on the Claim – Details screen.

Settings > Account > Claim Templates

Note: When selecting CPT Codes for the Template, you must click on the desired code from the drop-down list. Manually entering a code will not be accepted by the input field.

Once the Template is created, it appears on the Billing > Claim - Detail screen.

Billing > Claim - Detail

Entering Date of Service and then Selecting any of the listed Templates will then auto-populate the claim with the configured bundle of ICD and CPT codes.

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