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Manual → Start Billing in 30 Minutes → Create Your First Claim

Create Your First Claim

This is where everything you’ve set up comes together.
You’re creating a real, printable CMS-1500 claim.

Start the Claim

From the Patient record:

  1. Click Add Claim at the top
  2. Select CMS-1500 (ICD-10)

The claim entry screen opens.

What Is Already Filled In (Do Not Change)

AllMed PM automatically pulls in:

  • Patient
  • Rendering Provider
  • Insurance
  • Facility
  • Place of Service
  • File Date

If it looks correct, leave it alone.

Enter Diagnosis (Fast + Keyboard Friendly)

How to Type Diagnosis Codes, when entering diagnosis codes:

  • Do NOT type the dot
  • Type the code straight through

Example:

  • Diagnosis = A18.11
  • Type: A1811

AllMed PM formats it correctly for you.

Multiple Diagnoses (Tab Flow)

  • The cursor starts in Diagnosis A
  • Type the first diagnosis → press Tab
  • Type the second diagnosis → press Tab
  • Continue as needed

When you’re done entering diagnoses:

  • Press Enter

AllMed PM jumps you directly to the Date of Service field.

No mouse required.

Diagnosis Lookup (If You’re Not Sure)

If you don’t know the exact code:

  • Type a keyword (example: tuberculosis)
  • Click Next to scroll through matches
  • Click Next again until you find the correct diagnosis
  • Click OK to select it

This lets you search by description instead of memorizing codes.

Dates of Service (Smart Defaults)

When you land in Date of Service:

  • It defaults to today’s date

To change it:

  • Type MMDD
  • Press Tab
  • The system automatically fills in the current year

Example:
Typing 1204 becomes 12/04 (current year assumed).

Date Memory (Huge Time Saver)

AllMed PM remembers the last Date of Service used.

That means:

  • You can batch claims by day
  • You don’t have to re-enter the date for every claim
  • You can skip the field entirely when the date stays the same

Change it only when needed.

Add a Procedure Line

This is where the charge is calculated.
AllMed PM handles the math for you — but you always stay in control.

  • Click Add New Line
  • Enter the Procedure code

The system automatically:

  • Pulls the default charge per unit
  • Sets Units to 1.00

Units × Fee (Automatic)

Charges are calculated as:

Example:

  • Fee = $100
  • Units = 2
  • Total Charge = $200

Change the units and the total updates automatically.

No calculator needed.

Overwriting the Dollar Amount (Totally OK)

If you need to change the charge for this claim only:

  • Click in the Charge field
  • Overwrite the amount