Claims: Other Claim Actions

Notes

Internal annotations can be added to claims for team communication and record-keeping purposes.

Notes are visible only to members having access to the claim.

Print

Generates a print-ready version of the CMS-1500 form with all field values properly formatted and positioned.

With option to include background for blank paper or just the data for pre-printed red-ink forms.

Duplicate

Creates a copy of the existing claim with all field values preserved. The duplicate receives a new claim ID and has its status reset to Draft.

Any links to visits, payments, or attachments are cleared in the copy.