Create a Claim

Creating an Insurance Claim

Submit insurance claims for client sessions directly from Stillpoint. Claims include the service details, procedure codes, and diagnosis codes needed for insurance processing.

Steps

1. Navigate to Claims in the sidebar
2. Click New Claim
3. Select the client and verify their insurance information is on file
4. Choose the date of service and the appointment (if applicable)
5. Add procedure codes (CPT codes):
   • Search by code or description
   • Set the units and charge amount for each code
6. Add diagnosis codes (ICD-10 codes):
   • Search by code or description
   • Link diagnoses to the appropriate procedure codes
7. Enter the payer (insurance provider) information
8. Review all details for accuracy
9. Click Save as Draft or Submit

Required Information

Before creating a claim, make sure you have:

• Client's insurance provider and policy number
• The correct CPT codes for services rendered
• Applicable ICD-10 diagnosis codes
• Provider NPI number (configured in practice settings)

After Submitting

• Track the claim status from the claims list
• Update the status as you receive responses from the payer
• Record payments when reimbursement is received

Tips

• Save frequently used code combinations as you work with them
• Review denied claims carefully and correct any errors before resubmitting
• Keep your NPI and practice billing information current in settings