Creating a draft claim to submit later

You can create draft claims to submit at a later date. For example, you might what to create your draft claims once a week, based on your calendar, and then submit them after you render the services.

To create a draft claim, create a claim as described in Submitting a claim for a new patient, Submitting a claim for an existing patient, Submitting a claim by copying a previous claim or predetermination, or Submitting a predetermination but in the Verify and Submit section of the procedure, select Save as a draft instead of selecting Submit claim or Submit predetermination.

Claim summary

You can also save a claim as a draft during the claim creation process. To do so, select the Save draft & exit link on the left side of the claim screen.

Save draft & exit or cancel claim and other navigation links

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Submitting a claim for a new patient

Submitting a claim for an existing patient

Submitting a claim by copying a previous claim or predetermination

Submitting a predetermination