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Submit clean claims

This short course shows you how to prepare insurance claims that are ready to be paid the first time. You'll learn a few simple habits for each session, from checking coverage and booking with the right codes to finishing your notes and submitting the claim. It's for US practices. Claims and CMS-1500 forms work on every plan, but electronic claims and eligibility checks need a paid plan and are switched off during the free trial.

6 lessons · 1 quiz · 18 min
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What you'll learn

Check a client's coverage before you bill them, and understand what the result means
Book each appointment with the service and Location needed for the claim
Complete the note and diagnosis, then mark any session that didn't happen
Create, validate, and submit the claim, then understand each status

Lessons

1 Check a client's eligibility when they join 3 min 2 Book the correct service and location 2 min 3 Add modifiers and units when they're needed 2 min 4 Write the note and add the diagnosis 2 min 5 Sign the note and mark sessions that didn't happen 2 min 6 Create, validate, and submit the claim 4 min ? Check your knowledge 5 questions · 3 min

About this course

Every lesson is a real task in your workspace, not a lecture. You'll see the outcome and the exact product path up front, do the steps, then run a short "Check it worked" list to confirm the task succeeded with your own data.

The course ends with a short quiz on its own page. Five questions, one at a time, no pass mark and nothing recorded. If a question surprises you, the lesson to revisit is one click away.