Printing A Claim For A Single DOS

Need to print a paper claim for a client? Need to re-align it perhaps as well? These steps will get you there quickly!

First, navigate to the claim. There are a few ways to do this:


From the Billing Tab

To print a claim, go to:

  • Go to Clients (left menu)
  • Click on the client, opening their profile
  • Click Billing (top tab)
  • Click on the DOS or description with the claim you wish to print (example below):


  • Click the top tab Claim
  • At the top right, click
  • Then select CMS 1500 from the dropdown:


From there, you can then choose from either option:

  • not recommended for submitting to insurance due to the variance in red tone across printers. Insurance companies use scanners to process claims and it may be rejected
  • → this prints just the data onto a pre-printed red CMS-1500 form that meets requirements


This opens up a new tab with a PDF of the form you selected. From here, you can print the PDF with your browser controls.


Potential hang ups:

Not seeing the new tab? If so, you've likely got pop ups blocked, review our article here on this.
Having issues with alignment? Click the button (top right), review our article here on this.

🎉 Success! Your claim is now printed!