Dental Claim Form V1.09 Software Operating Instructions

SOFTWARE INSTALLATION: installing the software is easy starting from a download link and one click. The installation program will start and on the installation menu choose NEXT then NEXT again, and then FINISH.  The Main Menu for the blank SmartForms Dental Claim Form will appear on your computer ready to use and an icon for the CMS-1500 program will be added to your desktop for future use.   

It is recommended that you review the six menu items found along the top of the main menu page; File, Edit, Field, MENU, Text File and Template.  You will need to perform two, one time tasks before starting; 1) preparing your template and 2) aligning the red pre-printed CMS-1500 forms with your printer.  If you do not plan on using red preprinted forms, skip the alignment process.

TEMPLATE: The template function allows the information that is included on all your claims to be pre-filled on your claim forms prior to entering specific patient information.  On the Main Menu page, one of the menu items at top is “Template.”  Click on Template and click New.  Fill in all the information that is common to all your claims.  Now click File and Save As and name your template.  For all future claims, open this file and the information that is included on all your claims will already be pre-filled.  You may create more than one template if needed by giving each template a unique name.  For example if you are billing for multiple doctors, you can save a template for each doctor or service provider.

SAVING CLAIMS: To save a claim, go to the menu item at the top left and click File and Save As, and name the file and click Save.  Most users of SmartForms Dental Claim Form use the patients name as the file name and when that patient has a subsequent service, the previous claim is opened, new dates and service codes are entered and the file is saved again.

PRINTING:  SmartForms Dental Claim Form will print claims on plain paper, generating the form and content. To print a claim, click the top left menu item File, and Print Menu and choose Print on Plain Paper.  The claim will appear in a print preview and next you will click the Printer icon and Close.

ELECTRONIC SUBMISSIONS: Engage a clearinghouse to process your electronic claim submissions.  You will save your files two ways if you are using a clearinghouse, once as a claim form (.frm) and a second time as a text file (.txt) Follow the Saving Claims instructions above and next click on the top menu item TextFile and give the file a name.  The clearinghouse will access your directory and take the text files for processing. 

TECHNICAL SUPPORT: SmartForms provides free technical support and we are available seven days per week.  Kindly call or email any questions and you will receive a prompt reply. 

download Smartforms Dental Claim Form Demo Here

 

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