Paper Claim Settings
If you plan to submit claims in paper form, you can configure paper claim settings for an insurance company. This is a permission-based task; if you do not have access to configure settings, please contact your Kareo application administrator. See also Instruction Guide to the CMS-1500 Form on the Kareo Support pages.
To configure paper claim settings
Click Settings > Insurance > Find Insurance Company.
Once you find the insurance company, double-click to open the record.
Click the Paper Claims tab. Select your settings. See below.
Click Save or the Electronic Claims tab to complete electronic claims information.
Paper Claims Tab
- Insured Format: Select one of the following:
- Default - Leave at "Default" unless billing for Medicare.
- Medicare style - This will prevent information from printing in Boxes 4 and 7, and will print NONE in Box 11.
- CMS-1500 field 24g: Select “Units” (standard) or “Minutes” (typically only used for anesthesia related charges).
- CMS-1500 field 32b: Some insurance companies require the facility ID associated with a service location to be included on the paper claim. This box is checked by default; the system will automatically pull the facility NPI from the service location record. Uncheck to block this action.
- Primary Billing Form: The form typically required by this insurance company when it is the primary payer on a claim.
- Secondary Billing Form: The form typically required by this insurance company when it is the secondary or tertiary payer on a claim.
Note: In most cases you can use the same form for both primary and secondary. If you are not certain which form to use, contact the insurance company directly for clarification.
- Institutional Claim Format Settings:There is currently only one format; leave at the default.
Still need help? Contact support here.