You can generate batch claims from the billing module, or you can generate individual electronic claims directly from the transaction. 

Here's how to generate a batch claim: 

1) Select the Billing tab located in the left-side panel and navigate to Claims. 

2) Use the claim status button filters at the top to manage claims. Pending, Unsubmitted, and Rejected claims will display by default. Use other filters as necessary (Profile, days since transaction, patient, rendering provider, payor, automation status). 

3) Work claims in batches by selecting the check marks next to each line item, or the check mark at the top to select all. 

4) After selecting claims to work, click Work Selected. 

5) You will see a preview of all claims selected. To generate these claims, click Submit at the bottom of the screen. 

6) If any of the claims failed the ChiroUp business rules for claims generation, you will be alerted of the errors.  

• Enter missing patient information from the General tab of their patient record. Click the check mark next to each line item to notate it's been addressed.
• To lock service and diagnosis pointing, you can use the icons alongside that line item. 
  • The icon on the left (🚫) will lock the services and diagnosis pointing from this screen.
  • The icon on the right (↗) will bring you to the transaction so that you can review service and diagnostic codes before locking. 

7) After addressing errors, click Submit again. If they pass the business rules, they will then move into the Submitted status.