Several items are required in order to print insurance claims. This error will occur after clicking on Create Claims on the Create Insurance Claims tab.

Possible Solutions:

• Create a charge for the patient.
• Clear or correct the Patient Type drop-down filter.
• Clear or correct the Provider drop-down filter.
• Check the "Contracted" box by clicking Persons and Institutions | Insurance Companies | Provider Information.
• Clear or correct the "Facility" drop-down filter.
• Check the "Billing status" checkbox for the insurance company by clicking Billing | View/Edit Charges.
• The date of service was not included in date range set when creating claims.
• Add a missing CPT code by clicking Billing | View/edit charges.
• Add place of service by clicking Billing | View/edit charges.
• Add a diagnosis by clicking Billing | View/edit charges.
• Uncheck the “Charge to patient only” box by clicking Billing | View/edit charges.
• Clear or correct the "Insurance Company" drop-down filter.
• Add EDI ID to insurance company by clicking Persons and Institutions | Insurance Companies.
• Change the claims format drop-down to "Paper".
• If the Primary insurance payment did not come in via ERA, it is not possible to submit secondary claims electronically.
• Ensure the Primary/Secondary button is set correctly for the type of claims to be submitted.
• For secondary claims, uncheck the crossover/dual coverage box listed under the primary insurance tab by clicking Billing | View/edit charges.
• For Medicare/Tricare, ensure that the "Accept assignment" box is checked by clicking Persons and Institutions | Providers.
• Ensure both Primary and add-on code are set to "re-bill" by clicking Billing | View/edit charges.