How do I Clone a Claim?

 

There might be instances where you would need to separate a medical claim for a patient.  In the DrChrono EHR, we refer to this as cloning claims.

  • Navigate to the Live Claims Feed by hovering over Billing and then selecting Live Claims Feed.

 

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  • Pull up the appointment for the patient and go into the appointment details by clicking on the date of the service.

 

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  • From the appointment screen, select Clone from the top menu.

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  •  Once you click Clone, you will see a message box where you can select which fields/options you would like to duplicate.  All options will be selected as a default, however, you can click on any of the blue boxes/white checkmarks to unselect it.  Once you have made your choices, just click on the blue Clone at the bottom right of the pop up window.

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This will create an exact duplicate of the original claim.  You can then go in and delete/add codes to each of the appointments and bill as you need. 

 

Please note ** the duplicate/cloned claim will NOT have the original clinical note attached**.  The clinical note will remain with the original claim.

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