Ledger - Print Menu - Print Insurance Tracer

Print Insurance Tracer allows you to create a form to send to an insurance company to indicate you originally billed particular procedures on a particular date (generally by the timely filing limit).

Before you can use this option, you must make sure you have an Insurance Tracer form activated and set as your default in Preferences. You can activate forms by navigating to the References Ability, selecting the Forms node, selecting the form you'd like to activate, and then check the "Form Active" checkbox.


Once you have configured your form, you can print an insurance tracer by selecting a claim in the patient's ledger, then going to the Print menu and choosing Print Insurance Tracer.


An Insurance Tracer form can be used for paper claims as a potential proof of timely filing.

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