For practices that will be submitting claims manually (versus via an external billing service), you can generate a HCFA 1500 form from within a SOAP note that already has the relevant diagnoses in the Assessment box, and the relevant charges and payments in the Charges box. To generate the HCFA 1500 form, open the SOAP note and go to Reports -> Generate HCFA 1500 Claims Form. You would mail the HCFA 1500 claims form directly to the insurance company for reimbursement.

Red Version:

If you're billing to an agency that requires HCFA 1500 to be printed on a red form, that can be generated by clicking on the checkbox on the top left side of the page. This generates a version that has a separate background layer for the form lines, prompts, etc. To print on the red HCFA paper, you would check the box "Save as "red" version?", then click SAVE HCFA. You would then download the resulting PDF to your computer, and open and print using a PDF program installed on your computer (making sure that you have the template red HCFA paper loaded into your printer). It needs to be downloaded because the browser's built-in PDF viewer doesn't support hiding the background layer when printing.

Batch Generating HCFAs

It is possible to generate multiple HCFAs at one time from the Insurance Billing Summary. From the "Reporting" menu item, click the "Financial Reports" tab, then click on "Insurance Billing Summary" (under Most Common Reports). At the top of this summary there is the option to generate multiple HCFAs using specific options you can select.