Assembling and sending a claim
Assemble a claim for a finished session, correct it on a form shaped like the CMS-1500, run the checks and send it to the payer.
Who this is for: Biller, Practice manager, Practice administrator
Assemble the claim
- Go to Insurance, which opens on Work. Under Finished sessions that have produced no claim, select Assemble a claim beside a session.
- The claim opens filled in from the session, the client's policy and your practice's details. Each box shows whether it was assembled or typed.
Correct and check it
- Select Correct this claim to open the form. Boxes are numbered as on the CMS-1500.
- Fix anything a check names. Each issue opens the box it is about.
- 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
- Select Send to the payer.
- Read Send this claim to the payer and select Send it. The claim's history shows each step from here.
After the payer answers
- Select Check the claim's status, then Ask them, to ask where it has got to.
- Once the first payer has answered, select Bill the next payer to draft the claim for the second policy.
- To correct a claim already sent, use Replace this claim. To withdraw it, use Cancel this claim with the payer. Each builds a draft you send in the same way.
Last checked against Weft on 07 Oct 2026. Something on your screen reads differently? Tell us at support@weftary.com.