NOTE: Billing Manager Permission is required to view the ShareNote Community billing section and have access to the CMS-1500 generator.
- From the main menu in ShareNote Community, select Managers > Direct Billing > Transaction History.
- If so desired, fill out the search settings and then click the View Transactions button.
- Click the View link for the transaction that you wish generate a CMS-1500 form.
- All claims within the selected transaction will display.
- Click the Generate CMS-1500 button. This downloads a pre-filled PDF version of the CMS-1500.
That’s it! You have now created a CMS-1500 form to use as needed.