Insurance claims processing workflow

pdfFiller allows healthcare organizations to speed up insurance claim settlement, reduce in-person patient visits, and simplify communications with insurance providers.
Talk to sales
Interested in purchasing pdfFiller for your entire organization? Share your details, and our sales reps will help you get started. For small teams, explore our pricing page to choose the most suitable plan.
By clicking “Talk to sales” I agree to receive email or phone communication about your services, offers, and promotions. We use your information as described in our Privacy Notice
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal

Use case overview

A clinic administrator adds a fillable insurance claim form (CMS-1500) from the pdfFiller online library and converts it to a template. Clinic staff then pre-fills the form with the healthcare provider’s data and shares it with the patient to fill out and sign. Once the form is complete, the clinic’s administrator receives an instant notification and forwards the claim to the insurance company for adjudication.
Benefits for healthcare professionals:
Saved up to 40 employee office hours per month
Eliminated expenditures for shipping and scanning documents
Secured environment for the safe storage and transmission of sensitive health data
Reduced printing costs by 70%
Eliminated form errors and lost files

Learn how pdfFiller customers save money and time

5.0
pdfFiller saves us $100 or more every workday when you factor in employee time and supplies. The figure is probably higher than that since the waiting time for patients not yet seen is also diminished, which keeps the patient from being frustrated and just leaving before their visit.
Douglas A. Waldman
Marshall Orthopaedics
5.0
It’s so much more work without pdfFiller — probably 30-40 hours a month more work if we had to do all the scanning and printing the old way.
Dr. Meral Elgendy
Millennium Chiropractic

Learn the benefits of pdfFiller for insurance claim forms processing

Card icon
Collect accurate patient data
Share neat, fillable forms with your patients and get accurate data and signatures within minutes. Reduce patient waiting times and increase team productivity.
Card icon
Fill out and edit PDF forms on any device
Fill out prescription forms, tracker sheets, and medical history forms in the clinic or while on the go, on any device. Easily edit and annotate documents online, no downloads needed.
Card icon
Access 35 million ready-to-use forms
Don’t have the document you need? Search pdfFiller’s library of over 25 million fillable documents and instantly open a form in the editor to edit, sign, and share it with recipients.
Card icon
Maintain security and compliance
pdfFiller helps your clinic stay compliant with global industry-leading security and compliance standards such as HIPAA, GDPR, PCI DSS, SOC 2 Type II.
Card icon
Improve team collaboration
Securely collaborate on documents and forms with your colleagues within your organization. Restrict access to documents to prevent unwanted changes.
Card icon
Safeguard your data
Protect patient data by placing documents into encrypted folders, setting up a password, or requesting recipient authentication.

Do you have 10+ Team Members co-workers collaborating on documents in your organization? We have a solution for your entire team

Get premium functionality starting from $15/month for up to 10 users – try the best offer on the market.
Contact us for details

Learn how pdfFiller stacks up against the competition

This chart represents a partial list of features available in pdfFiller, PandaDoc, Adobe Acrobat and DocuSign
PandaDoc
Adobe Acrobat
DocuSign
PDF Editor & Document Creator
 
 
 
 
Edit PDF
Add Fillable Fields
Conditional fields
Custom Branding
Create documents and forms
Library of forms
Document Converter
 
 
 
 
PDF Converter
Merge PDF
Security & Compliance
 
 
 
 
Protect PDF
Encrypted folders
Audit Trail
HIPAA Compliance
Fillable forms
 
 
 
 
Host Fillable Forms
Collect Payments
Fill in multiple forms at once
Integrations
 
 
 
 
API
Send to the IRS
Mobile
 
 
 
 
Mobile Apps
Offline mode on mobile
 
 
 
 
Notarize
Sell forms
Show more Show less

Step by step guide for insurance claims processing workflow

1.
Register your pdfFiller account. You can try pdfFiller risk-free with a 30-day trial.
2.
Upload an insurance claim form (UB-04 or CMS-1500) to your pdfFiller account or simply find it in the online library.
3.
Enter healthcare provider data and save the form as a template for future use.
4.
Complete each patient’s form individually or save time pre-filling multiple insurance claims using Fill in Bulk. You can pre-fill up to 1,000 claims at a time.
How to use Fill in Bulk: Enter the number of claims you need to generate in the Add Task field. To pre-fill claim forms, add information from your database or CRM to a table. Click Next to generate pre-filled documents.
5.
Send the form to a patient via signNow.
6.
Once the patient completes and eSigns the claim form, you’ll find it in your pdfFiller inbox.
All you need to do now is forward the document to the insurance provider via email, fax, or SMS, and request an Explanation of Benefits (EOB).

Why do healthcare healthcare professionals choose pdfFiller?

Start saving time and money on document routines right now.
Start free trial
Hassle-free PDF editing
Faster approvals with eSignatures
Annotation tools
Secure cloud storage