1. Click on the appointment in your schedule

2. Click on the Invoice button

3. Select the Claim tab

4. Select the right insurance profile in the drop-down menu

5. Change the item / description, service date, qty (quantity) / dur (duration) and/or unit price if necessary

6. Save

7. Click on Request Predertermination

8. Click on Consent Forms if you need to fill out a consent to collect and exchange personal information

9. Enter the insured member information

10. Check this option is the insured member is covered throught another insurance plan and fill out the other required information

11. Continue

12. Answer more questions

13. Continue
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14. Accept the insurer's terms and conditions and Submit