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Assemble and send a claim

Turn a finished appointment into a claim, correct anything the checks name, send it to the payer and follow its progress.

Who this is for: Biller, Practice manager, Practice administrator

A claim is assembled from the appointment, the client's policy and your practice's details. This is the sixth stage of insurance from start to finish.

Assemble the claim

  1. Go to Insurance. Under Finished appointments that have produced no claim, select Assemble a claim beside an appointment.
    The Work tab listing finished appointments with Assemble a claim beside each.
  2. If more than one policy covered the day, choose which policy to bill.
  3. The claim opens filled in from the appointment, the client's policy and your practice's details. Each box shows whether it was assembled or typed.

Correct and check it

  1. Select Correct this claim to open the form. Boxes are numbered as on the CMS-1500.
  2. Fix anything a check names. Each issue opens the box it is about.
  3. Select Save and check again. Nothing is stopping this claim shows when every check passes.

Tip: A box filled from somewhere else, such as the practice's tax identifier or a colleague's NPI, links to where it is kept, so you correct it there once.

Send it

  1. Select Send to the payer.
  2. Read Send this claim to the payer and select Send it. The claim's history shows each step from here.
  3. To ask where it has got to, select Check the claim's status, then Ask them.

Note: Once a claim has left, correcting it means replacing it rather than editing it. See fixing a rejected or denied claim.

Last checked against Weft on 29 Oct 2026. Something on your screen reads differently? Tell us at support@weftary.com.