1. Create Claim:
2. Navigate to the claim creation section.
3. Enter SOC (Start of Care) Dates: Specify the “From” and “To” dates for the SOC period.

2. Claim Type Selection:

• Choose the type of claim you are processing (NOA Claim or Medicare Claim).

3. Validation:

• NOA Claim/Medicare Claim – Validate:
• Errors: Must be corrected before proceeding. Errors typically block the claim from moving forward.

• Warnings: May not prevent submission but should be reviewed and addressed as needed.

4. Generate NOA Claim:

• Click “Generate NOA Claim” to create the claim once validated.

5. Resolve Issues:

• Address any validation errors or warnings as indicated.
• If resolved, proceed to Step 2.

6. Submit to DDE:

• For Medicare claims, ensure submission to the Direct Data Entry (DDE) system if required.

7. Mark as Submitted:

• After submission, update the claim status to “Submitted.”

8. Export Data:

• For documentation or record-keeping, export the claim data as needed: Download as PDF or Excel.