Quick Add and Save Claims


How to Set up Default Action for Add Entry

As a time-saving feature, you are able to choose the default action when adding a service code on the New Claim page.

Please go to “Settings (under your username), select “My Preference” on the left menu. settings menu Set your medical billing preferences


Once there scroll down to “TIME SAVING FEATURES (Advanced)”, select “Add Entry and Save”

preferences default action.png

Here are the options:

Add Entry: Add a service code without saving

Add Entry and Save: Add a service code and save the claim

Add Entry & Save & New Claim: Add a service code and save the claim, and then navigate to the New Claim page.

add and save claim.png







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