Process description:
You will need to adjust the printer's scale for best results. Our team recommends "Actual Size" for best results.
Prerequisites:
- Your user account has Group Membership for a Group with the Permissions for Setup - Insurance Plans Screen Full Control.
Gathering materials/resources:
- Printer setup has been completed within your printer's manufacturer instructions
Step-by-step instructions:
- Access the Setup > Insurance > Insurance Plans dropdown menu.
- Select your plan using the Search feature on the left.
- Make sure the Plan tab is selected and then press the Edit button.
- Change the field for Forms to Print to the HCFA 02/12 PrePrinted option and then press Save to confirm.
- From now on, claims on this insurance plan will come in the format expecting to be printed as Medical Claims on a PrePrinted HCFA form.
Visual Guide
Setup > Insurance > Insurance Plans
Tips and best practices:
- When printing the claim form, our team recommends selecting the More settings option to check your Scale. Most printers have the best results when printing with the Actual Size setting.*
Additional information:
*Print a Blank Claim details how to print a single blank claim form. Also see We need to submit claims to medical carriers for certain procedures, e.g., evaluation codes. How do we charge the patient and make a claim? for the claims submission process overview.
Article Version 1.2 2026.5.13