Setup CMS 1500 (02/12) Claim Form

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Setup CMS-1500 (02/12) Claim Form

The CMS‐1500 (02/12) Form was added in Helper 8.1. Clients who upgrade from a version prior to 8.1 have

two options; update an existing Insurance Form Layout manually or create a new Insurance Form Layout

manually. Clients who purchased Helper 8.1 or later will have a predefined CMS‐1500 (02/12) Insurance

Form Layout they can customize.

Update an existing layout – Option 1

If all of your insurance companies are now using the new CMS‐1500 (02/12) Claim Form then you have the

option of updating the claim form layout you currently use to output on the new claim form. This is the

simplest method of switching all patients to the new form. But, updating the existing claim form layout will

also update the history of previously sent claims when viewing them in the Billing Ledger. The alternative,

Create a new layout, is described in the next section.

On the main Helper screen click Billing.

On the Billing Ledger screen, click Print Claims.

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On the Insurance Form screen, highlight the Insurance Form you are currently using and click Edit.

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On the Insurance Form Layout screen, select the version 02/12 (new) option. Click Save and print a sample

claim form. If the boxes are not aligned on the new form, re open this screen, click the Page Setup tab at

the top of the screen, and modify the margins as described in the next step.

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If the boxes on are not aligned properly on the new form, update the margins. A good starting point is to

set each of the margins to 0.50 inches. These settings are an average and will work with most setups. If

the 1500 Form is not printing on the page properly, you can adjust these settings to fit the page. The top

margin will move lines 1 through 23 up and down. The bottom margin will adjust lines 24 to the bottom.

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Create a new layout – Option 2

On the main Helper screen click Billing.

On the Billing Ledger screen, click Print Claims.

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On the Insurance Forms screen click New.

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On the Insurance Form Layout screen, select the version 02/12 (new) option. Next, click the Page Setup

tab at the top of the screen.

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A good starting point is to set each of the margins to 0.50 inches. These settings are an average and will

work with most setups. If the 1500 Form is not printing on the page properly, you can adjust these settings

to fit the page. The top margin will move lines 1 through 23 up and down. The bottom margin will adjust

lines 24 to the bottom.

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Click the Description & Title tab. In the box next to Title, enter a name for the new form and then click

save.

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Your new form is now available for use.

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Update the billing method

In order to use the CMS‐1500 (02/12) insurance form you just created, you must update the Facesheet

Billing Method. Option 1 is to modify each Facesheet individually. Option 2 is to use the Update Facesheet

Utility to either update everyone at once or by insurance company.

Option 1 – Modify each Facesheet individually

On the Helper main screen highlight the patient you want to change and click Edit Facesheet.

Select Billing.

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Click the How Will We Bill tab. Go to the section that shows the patient name and Pri. Ins. Click on the

down arrow to the right and select the new CMS‐1500 form. If there is a secondary insurance, repeat the

process and then save the Facesheet.

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Option 2 – Use the Update Patient Facesheet utility

On the main Helper screen click on the Utilities menu and select Update Facesheets.

Select Billing methods and click Next.

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Select the patients you want to update to use the new CMS‐1500 form and click Next.

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Going from left to right, check the box next to Primary Insurance. Click the down arrow in the box for the

Billing Method to change to and choose the new claim form. If you will be using the form for all insurance

companies you can leave Insurance Co. matches (optional) blank. If you need to use the form for specific

insurance companies only then you need to click the ellipses button and select an insurance company.

Click Next.

On the final screen click Update the selected patients. When complete a confirmation box will be

displayed. You can repeat the process for other insurance companies or for secondary insurance as needed.