The Insurance Billing preferences tab is where you can configure a number of defaults to help you customize both your electronic and paper CMS-1500 forms.

Keep in mind that changing any preferences here will affect all insurance claims created inside of QuickPractice. If you need any claims to deviate away from these defaults, you will need to configure the insurance billing preferences, generate the desired claims, and then restore the defaults back to their original settings. You cannot specify specialized preferences for single insurance carriers.

Refer to the following screenshot and table as a reference for each insurance billing preference and the affect it will have on your electronic and CMS-1500 forms.

CMS-1500 Version - 08/05::12/90 - Click to select which version of the HCFA CMS-1500 you are planning on printing your claims to. (08/05 recommended). Box 31 - Specify options for Box 31 on the CMS-1500 claim form (provider's signature). Do Not Sign - Click to leave box 31 blank. Use Provider's Name - Click to use the provider's name from the practice information screen. Use "Signature on File" - Click to print the words "Signature on File" into box 31. Box 31 - Do Not Date - Toggle on/off the option to add a date next to the signature in box 31. CMS-1500 Send To Address::Left/Right/Blank - Click to specify which side of the CMS-1500 form to print the insurance carriers address to (only works for 12/90 version). Click "blank" to leave insurance carrier's address off the top of the claim form. Box 29 - $0.00 Amount Paid - Check to print $0.00 for the amount paid inside box 29. Box 33 - No Practice Name - Check to exclude practice name from box 33 (billing provider information) Box 33 - No Practice Address - Check to exclude practice address from box 33 (billing provider information). Box 33- No Practice Phone - Check to exclude practice telephone number from box 33 (billing provider information). Up-Down-Left-Right - Moving these arrows up/down/left/right can help you to adjust the orientation of the text that prints onto your pre-printed CMS-1500 forms. Use these arrows when the text is misaligned. Do Not Bill Carrier 2 or 3 - Check to toggle on/off the prompt to print insurance secondary and tertiary insurance claims when an outstanding balance is left on a service after a payment transaction is completed. Default Printer Tray - Specify a default printer tray to be used specifically for printing CMS-1500 forms. (Works only for printers with multiple paper trays). Text File - Specify a file path for the .txt file that is created when clicking the "Print to File" option when generating insurance bills. 2-Digit Year in Boxes 14, 16, 18 - Check to use a 2-digit ("08") as opposed to four digit ("2008") year in boxes 14, 16 and 18 on the CMS-1500 form. Include Write-offs: Box 29, 30 - Check to factor in "write-off" transactions into the amounts shown in boxes 29 and 30 (amount paid and amount due).