CMS-1500
The standard professional claim form for insurance submission. Generate it from Sessions Step 5 or the signed session page; it requires at least one ICD-10 diagnosis on the session.
What's on it (beyond a Superbill)
- Place-of-service code (from the Visit Setting card; up to 4 modifiers print in box 24D)
- Diagnosis pointers (auto-derived from your ICD-10 list order)
- Tax ID / EIN with ID type
- Billing provider block: address and phone from your Billing Settings
Tax ID, billing phone, and billing address come from Billing → Billing Settings (avatar menu → Billing). Fill them in before generating your first CMS-1500 — see Billing Settings.
Not yet auto-filled
Insurance plan details (carrier, member ID, group), prior authorization numbers, accident/employment flags, and a separate service facility aren't collected by the platform yet. If a payer requires them, complete those boxes on the downloaded form before submitting.
When to use it
- Direct submission to a payer you're contracted with.
- Claims requiring the full HCFA-1500 structure.
Common rejection causes coming soon.