The information that is populated in your CMS 1500 Claim Form is pulled from various parts of ShareNote Community such as the Billing Profile, Staff, and Client set up.
- Hover over the Managers tab in the navigation bar, scroll down to Direct Billing, then select Transaction History from the drop-down.
- To generate the form for a specific claim, enter in either the date range or Transaction ID.
- Click View Transactions or Search.
- Click View to view the claims housed inside the transaction.
- Click Generate CMS 1500, and the PDF form will open in a new tab.