edgeMED Help Center > Practice Management > Billing
Creating claims.
Creating a Claim
Click on Reports in the Navigation Bar at the top of the screen and then click Patient Ledger. The patient ledger allows for a search of a specific patient’s transactions.
Click on the blue icon to the left of the correct encounter.
Ensure that the following fields highlighted below are completed: Place of Service, Service Date, Rendering Provider, Billing Provider, Case, Fee Schedule, Diagnosis, and Coding.
Save a claim
Click Save a Claim when you have completed the information. Saving a claim will run the claim through the edgeMED scrubbers. If no changes are needed, the claim will then be placed in the Ready to Send Electronically or Ready to Print section within the alerts tab on the billing dashboard.
Send a Claim
Click Send a Claim when you have completed the information. Sending a claim will run the claim through the edgeMED scrubbers. If there are no changes, the claim will automatically be sent to the clearinghouse.
Sending Claims Electronically
Click on Ready to Send Electronic Claims on the billing dashboard.
Select the correct claims using the checkboxes on the left side of the screen. Click Send Selected.
Sending Claims by Paper
Click on Ready to Print Claims on the billing dashboard.
Select the correct claims using the checkboxes on the left side of the screen. Click Print Checked.