DocStation

Aubree Dorr

Dharti Patel

Zoe Stevens

 Learn the day-to-day tasks of creating, editing, and submitting claims, from importing claims to avoiding common submission mistakes.

Daily Workflow

How to filter and sort claims to find what you're looking for and build customized work queues.

Claims Filters

Find and organize your claims using the Claims page and filters.

Navigating Your Claims

How to update the Instructions in the Medication List and Medication Reconciliation Task

Entering Instructions for Medications

Steps to take if a patient at your pharmacy has passed away

Marking a patient as deceased

How to navigate the patient list and query builder.

Patient List: The New View and the Query Builder

Get patients into DocStation before creating claims for them, one at a time or in bulk.

Managing Your Patients

How to create new Claim Templates and what to do with them once you have them.

Claim Templates

Speed up repetitive claim creation with templates and automations.

Templates

How to override rejections for BIN-billed claims

BIN Billing Rejection Override Codes

Create and submit claims one at a time, in bulk, or automatically from your dispensing system.

Creating & Submitting Claims

Learn how to use CLIA numbers on claims for laboratory services

Using CLIA Numbers on Lab Claims

Special billing situations that come up for specific claim types.

Specialty Billing Guides

How to create and submit secondary claims in DocStation for patients with multiple insurance plans, including COB workflows and prior payer adjudication details.

Secondary Claims

Save time by managing multiple claims at once. Learn how to bulk duplicate, update, finalize, and cancel claims.

Bulk Actions

Patient Tags

Update claim details and manage multiple claims at once.

Editing & Managing Claims

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