Office Therapy – How to produce a paper claim in version 11.7.4 or older
You will need to turn off the electronic filing. There are several different ways you can turn off the electronic filing.
Using the Electronic Filing Setup
Go to File menu, select Administration, and click on Maintain Electronic Filing Information
You will want to turn electronic filing via the Provider and Insurance Company. First, select the Providers Filing Electronically.
Select the provider(s) and move to the Provider Excluded list. Use the to move individual selection or to move the entire provider list.
Next, go to the Insurance Companies Filing Electronically tab
Select the insurance company(s) and move to the Companies Excluded list. Use the to move individual selection or to move the entire provider list.
Under the Electronic Activation tab, turn the Electronic Filing Status to Inactive. Click Ok when finished.
You should now be able to produce your paper claims. Remember to move all provider(s) and insurance company(s) to electronic filing status and turn on electronic filing status as active.
Using the Provider/Insurance Company setup
Go to the Provider’s list
Select the Provider
Click on Modify
Under the Provider’s setup, uncheck Electronic Claims
Next, go to the Insurance Companies list
Select the Insurance Company
Click on Modify
Under the Insurance Company’s setup, uncheck Electronic Claims
You should now be able to produce your paper claims. Remember to go back into the Provider’s and Insurance Company’s setup to reactivate the electronic filing.