Working with CMS-1500 Forms

Creating a CMS-1500 Form

We recommend reviewing the official instruction manual and any specific requirements of your payer before submitting CMS-1500 forms for reimbursement.

1) To create a CMS-1500 form, go to your client's Billing & Payments section

2) Select the CMS-1500 Forms tab and click Create form:

Optionally, you can select Create CMS-1500 form from the Fast Action Button in the bottom-right corner:

3) You will be prompted to select a session (or multiple sessions) to include in your client's CMS-1500 form. Select the checkbox next to each session you'd like to include, then click the Create button at the bottom of the popup:

Create a CMS-1500 Form for a specific session

You can also create a CMS-1500 for a specific session by going to your client's Bookings & Packages page, then select Create CMS-1500 from the 3 dots next to your session:

Editing a CMS-1500 Form

If you've created a CMS-1500 form for a session (or multiple sessions), we'll automatically pull in the following information:

• Your Billing Information (name, email, address, tax number, NPI number)
• Client Information (name, email address, phone number, date of birth, insurance policy)
• Procedure codes and billing units associated with services rendered
• Diagnosis codes added to any session notes created for selected sessions
• Amount paid associated with any invoices created for selected sessions

Each service/procedure requires at least one procedure code and diagnosis code. You can modify your form's services/procedures by clicking one under the Services & Procedures section:

Download Form

You can download your CMS-1500 form to submit to your insurance payer by going to your client's Billing & Payments > CMS-1500 Forms page and selecting Download from the 3 dots next to the form:

Choose the Download (fillable) if you want to download a version of the form which is still open for edits. You'll be able to add/modify details of your form before submitting.

Updating Submission Status

You can manage your form submission status by going to your client's CMS-1500 Forms page, then select Update status from the More Options menu (3 dots):

Your CMS-1500 form can have one of the following statuses:

• Draft
• Submitted
• Processing
• Rejected
• Paid

An optional note can be included when updating the submission status: