Aligning Printed Claims in Practice Mate

Practice Mate allows you to print claim data directly onto blank CMS-1500 paper claim forms, resulting in a red-and-white copy of the claim you created. This is most often done when a physical copy on the official form is required by a Payer or third party.

To print claim data in Practice Mate, you will need access to:

Blank red-and-white CMS-1500 claim forms

An application that can view and print PDF files (this includes most browsers)

A printer capable of printing onto 8.5x11” documents

Note: Practice Mate also allows you to print a black-and-white copy of claims onto blank paper, for which no alignment is necessary. To print a full copy of the claim, ensure ‘Includes Form Image’ is selected when printing.

Instructions for Google Chrome

Tip: Before printing, ensure the blank forms are seated correctly in the printer tray. Loose alignment can cause inconsistent printing results.

Steps to Align Claims for Printing:

Select CMS 1500 02/12 (New) and uncheck the Includes Form Image box.

Select the claim or claims you want to print from the claim list.

Hover over Select Actions and choose Print Claims.

A pop-up window will appear displaying the claim(s).

Click the printer icon in the top-right corner of the page, or right-click on the page and select Print.

In the printer settings:

Select your printer

Set Page Size to Letter

Set Scale to Default

Note: Closely review the resulting printed claim!

If the printed data is consistently high, low, or off center across the form, paper tray alignment or margins may be to blame. If the printed data is inconsistently placed when compared to the claim form (more inaccurate in one area than another) then Scale settings are a likely culprit.

If after a few attempts there are still alignment issues, we also recommend trying a different application (Browser, Adobe Reader, etc.) to print the PDF.

Instructions for Microsoft Edge