Page History

Overview

Panel

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Info

The Plan: New and Plan: [name] pages pages are comprised of eleven of twelve tabs:

The Paper Claim Options tab enables configuration of options for data printed on the claim form specified for the Paper Claim Format on the Claims tab.

Info

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title	How to Get Here?

To open the Paper Claim Options tab for new plan:

From the Home Page:	From the Menus:	Via Shortcut Keys:
Click Payers & Plans from the Admin list Click Create Plan Click the Paper Claim Options tab	Open the Admin menu and select Payers & Plans Click Create Plan Click the Paper Claim Options tab	From the Payers & Plans page, press [Alt] + [P] Click the Paper Claim Options tab

To open the Paper Claim Options tab for existing plan:

From the Home Page:

From the Menus:

Via Shortcut Keys:

Click Payers & Plans from the Admin list
Select the plan to be modified
Click Update*
Click the Paper Claim Options tab

*Alternate Navigation: Double-click the plan from the list

Open the Admin menu and select Payers & Plans
Select the plan to be modified
Click Update*
Click the Paper Claim Options tab

*Alternate Navigation: Double-click the plan from the list

From the Payers & Plans page, select the plan to be modified
Press [Alt] + [U]
Click the Paper Claim Options tab

(Click an image below to enlarge.)

Plan: New Page / Paper Claim Options Tab

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Plan: [name] Page / Paper Claim Options Tab

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Field Definitions

Field	Type	Required	Description
Field Name	Display Only	No	Corresponds to the box on the claim form that contains the data from the case. Fields are displayed and sorted alphabetically.
Primary	Varies	Varies	Contain the options of the Field Name that determine what data will be printed in the corresponding boxes for primary claims. By default, all fields are set to its primary and secondary default options. If a field is grayed out, no option is available.
Secondary	Varies	Varies	Contain the options of the Field Name that determine what data will be printed in the corresponding boxes for secondary claims. By default, all fields are set to its primary and secondary default options. If a field is grayed out, no option is available.