Search all docs
Provider Workflows
Chart Notes
Auto-apply KX Modifier
Getting Started with Chart Notes
AI Appt. Summaries
Chart Note Clinical Types
Download Chart Notes as PDFs
Goals on the chart note
How to add Measurements
Import Previous Medical History
Navigating Flowsheets
Navigating Inbox Workflows
Navigating the Chart Note
Set up Custom Chart Note Templates
Setting up Co-signers on Your Note
Sign a Chart Note
Text Snippets For Your Note
Chart Note Features Not Supported
Chart Notes
Claim Details
Claim Details
Front Office Workflows
Appointments
The Insights Appointments Page
Adding Prior Auth and Alerting
Alternate Methods for Scheduling
How to Add a Walk-In Patient
How to Run an Eligibility Check
How to Schedule an Appointment
How to Take Payments
Sending out reminders and forms
Understanding Appointment Details
Updating Appointment Statuses
Appt. Features not supported
Appointments
Daily Operations
Daily Operations
Patient Communications
General Patient Flows Features
Text Blast Page
Insurance Intake Page
Functional Outcome Measurements
Getting Started with Patient Portal
Complete Intake Forms
Navigating Patient Workflows
Manage Patient Appointments
Manage Payments through Patient Portal
Patient Intake Automation
Update Insurance Info
View Home Exercise Programs
Patient Communications
Patient Responsibility
Charge Saved Credit Cards
Manage Credit Cards
Setting up a Payment Plan
How to Cancel PR
How to Send a Patient Payment Link
How to Push to PR
How to Record Payments
How to Refund a Payment
How to Request via Text or Email
How to Set Up Miscellaneous Line Item Charges
How to Take Payment for Families
How to Undo a Write Off
How to Write Off PR
Patient Responsibility Page
PR Overpayment Refunds and Estimated vs. Remittance PR
PR Settings
PR Timeline
Patient Responsibility
Billing Workflows
Front Office Payments
Front Office Payments
Reports
A/R Reports
Building and Running Reports
Claim Adjustments Report
Collections Report
Custom Collections Report
Detailed Charges Report
Export Claim Details
Generate a Transaction Report
Patient Balances Report
Patient Charges Report
Patient Claims One-pagers
Patient Collections Report
Patient Eligibility Report
Posting Log Report
Site Transaction Report
Site Transaction Report Summary
Submitted Claims Report
Upcoming Patient Statements Report
Reports
Owners & Administration
Last updated:
Aug 5, 2025
How to Download CMS-1500 Forms
Claim Details
Front Office Workflows
At a Glance
This guide details how to download CMS-1500 forms, individually and in bulk.
What is a CMS-1500 (or HFCA-1500) Form?
The Healthcare Financing Administration (HCFA)-1500 claim form, also known as Centers for Medicare & Medicaid Services (CMS)-1500, enables medical physicians to submit health insurance claims for reimbursement from various government insurance plans including Medicare, Medicaid and Tricare. When a physician has a private practice but performs services at an institutional facility such as a hospital or outpatient facility, the CMS-1500 form would be used to bill for their services.
For more information, visit [cms.gov](https://www.cms.gov/medicare/billing/electronicbillingeditrans/1500).
In Insights, we refer to these as CMS-1500 forms.
Here’s How to Do It
Download an Individual CMS-1500 Form
From the Claim Details page, open the target claim.
Open the Submissions tab. Find the submission in question and click
View
, under the ‘Action’ column.You will then see a preview of the CMS-1500 form. Note that it may take 10-15 seconds to load.
You then have the option to Download or Print the document with the icon buttons at the top of the new preview page.
Done!
Download CMS-1500 Forms in Bulk
There is a
Download CMS Forms
button next to the filters at the top of the Claim Details page. We recommend using the filters to narrow your search, otherwise the download will probably take a very long time or fail.In this example, we’ll download CMS-1500 forms for this particular patient, but only for claims with an Encounter Status of ‘Approved.’
Note that these downloads may be large and take a few minutes.
Coding
Features Supported
A coding team is dedicated to ensuring accurate and compliant coding for electronic and paper claims.
We have coding quality reviews to ensure clean claims and reduce downstream denials
We provide coding review and support for coding related denied Claims
We provide recommendations and updates on coding guidelines and best practices
We code all encounters within 24-48 business hour SLA
Features In Development
Automated E/M coding using AI
Features Not Supported
Write-backs into the sites EHR
Coding prior auth support for large- scale workflows.
Specialities: PT
Table of Contents
Search all docs
Provider Workflows
Chart Notes
Auto-apply KX Modifier
Getting Started with Chart Notes
AI Appt. Summaries
Chart Note Clinical Types
Download Chart Notes as PDFs
Goals on the chart note
How to add Measurements
Import Previous Medical History
Navigating Flowsheets
Navigating Inbox Workflows
Navigating the Chart Note
Set up Custom Chart Note Templates
Setting up Co-signers on Your Note
Sign a Chart Note
Text Snippets For Your Note
Chart Note Features Not Supported
Chart Notes
Claim Details
Claim Details
Front Office Workflows
Appointments
The Insights Appointments Page
Adding Prior Auth and Alerting
Alternate Methods for Scheduling
How to Add a Walk-In Patient
How to Run an Eligibility Check
How to Schedule an Appointment
How to Take Payments
Sending out reminders and forms
Understanding Appointment Details
Updating Appointment Statuses
Appt. Features not supported
Appointments
Daily Operations
Daily Operations
Patient Communications
General Patient Flows Features
Text Blast Page
Insurance Intake Page
Functional Outcome Measurements
Getting Started with Patient Portal
Complete Intake Forms
Navigating Patient Workflows
Manage Patient Appointments
Manage Payments through Patient Portal
Patient Intake Automation
Update Insurance Info
View Home Exercise Programs
Patient Communications
Patient Responsibility
Charge Saved Credit Cards
Manage Credit Cards
Setting up a Payment Plan
How to Cancel PR
How to Send a Patient Payment Link
How to Push to PR
How to Record Payments
How to Refund a Payment
How to Request via Text or Email
How to Set Up Miscellaneous Line Item Charges
How to Take Payment for Families
How to Undo a Write Off
How to Write Off PR
Patient Responsibility Page
PR Overpayment Refunds and Estimated vs. Remittance PR
PR Settings
PR Timeline
Patient Responsibility
Billing Workflows
Front Office Payments
Front Office Payments
Reports
A/R Reports
Building and Running Reports
Claim Adjustments Report
Collections Report
Custom Collections Report
Detailed Charges Report
Export Claim Details
Generate a Transaction Report
Patient Balances Report
Patient Charges Report
Patient Claims One-pagers
Patient Collections Report
Patient Eligibility Report
Posting Log Report
Site Transaction Report
Site Transaction Report Summary
Submitted Claims Report
Upcoming Patient Statements Report
Reports
Owners & Administration
Search all docs
Provider Workflows
Chart Notes
Auto-apply KX Modifier
Getting Started with Chart Notes
AI Appt. Summaries
Chart Note Clinical Types
Download Chart Notes as PDFs
Goals on the chart note
How to add Measurements
Import Previous Medical History
Navigating Flowsheets
Navigating Inbox Workflows
Navigating the Chart Note
Set up Custom Chart Note Templates
Setting up Co-signers on Your Note
Sign a Chart Note
Text Snippets For Your Note
Chart Note Features Not Supported
Chart Notes
Claim Details
Claim Details
Front Office Workflows
Appointments
The Insights Appointments Page
Adding Prior Auth and Alerting
Alternate Methods for Scheduling
How to Add a Walk-In Patient
How to Run an Eligibility Check
How to Schedule an Appointment
How to Take Payments
Sending out reminders and forms
Understanding Appointment Details
Updating Appointment Statuses
Appt. Features not supported
Appointments
Daily Operations
Daily Operations
Patient Communications
General Patient Flows Features
Text Blast Page
Insurance Intake Page
Functional Outcome Measurements
Getting Started with Patient Portal
Complete Intake Forms
Navigating Patient Workflows
Manage Patient Appointments
Manage Payments through Patient Portal
Patient Intake Automation
Update Insurance Info
View Home Exercise Programs
Patient Communications
Patient Responsibility
Charge Saved Credit Cards
Manage Credit Cards
Setting up a Payment Plan
How to Cancel PR
How to Send a Patient Payment Link
How to Push to PR
How to Record Payments
How to Refund a Payment
How to Request via Text or Email
How to Set Up Miscellaneous Line Item Charges
How to Take Payment for Families
How to Undo a Write Off
How to Write Off PR
Patient Responsibility Page
PR Overpayment Refunds and Estimated vs. Remittance PR
PR Settings
PR Timeline
Patient Responsibility
Billing Workflows
Front Office Payments
Front Office Payments
Reports
A/R Reports
Building and Running Reports
Claim Adjustments Report
Collections Report
Custom Collections Report
Detailed Charges Report
Export Claim Details
Generate a Transaction Report
Patient Balances Report
Patient Charges Report
Patient Claims One-pagers
Patient Collections Report
Patient Eligibility Report
Posting Log Report
Site Transaction Report
Site Transaction Report Summary
Submitted Claims Report
Upcoming Patient Statements Report
Reports
Owners & Administration
Last updated:
Aug 5, 2025
How to Download CMS-1500 Forms
Claim Details
Front Office Workflows
At a Glance
This guide details how to download CMS-1500 forms, individually and in bulk.
What is a CMS-1500 (or HFCA-1500) Form?
The Healthcare Financing Administration (HCFA)-1500 claim form, also known as Centers for Medicare & Medicaid Services (CMS)-1500, enables medical physicians to submit health insurance claims for reimbursement from various government insurance plans including Medicare, Medicaid and Tricare. When a physician has a private practice but performs services at an institutional facility such as a hospital or outpatient facility, the CMS-1500 form would be used to bill for their services.
For more information, visit [cms.gov](https://www.cms.gov/medicare/billing/electronicbillingeditrans/1500).
In Insights, we refer to these as CMS-1500 forms.
Here’s How to Do It
Download an Individual CMS-1500 Form
From the Claim Details page, open the target claim.
Open the Submissions tab. Find the submission in question and click
View
, under the ‘Action’ column.You will then see a preview of the CMS-1500 form. Note that it may take 10-15 seconds to load.
You then have the option to Download or Print the document with the icon buttons at the top of the new preview page.
Done!
Download CMS-1500 Forms in Bulk
There is a
Download CMS Forms
button next to the filters at the top of the Claim Details page. We recommend using the filters to narrow your search, otherwise the download will probably take a very long time or fail.In this example, we’ll download CMS-1500 forms for this particular patient, but only for claims with an Encounter Status of ‘Approved.’
Note that these downloads may be large and take a few minutes.
Coding
Features Supported
A coding team is dedicated to ensuring accurate and compliant coding for electronic and paper claims.
We have coding quality reviews to ensure clean claims and reduce downstream denials
We provide coding review and support for coding related denied Claims
We provide recommendations and updates on coding guidelines and best practices
We code all encounters within 24-48 business hour SLA
Features In Development
Automated E/M coding using AI
Features Not Supported
Write-backs into the sites EHR
Coding prior auth support for large- scale workflows.
Specialities: PT
Last updated:
Aug 5, 2025
How to Download CMS-1500 Forms
Claim Details
Front Office Workflows
At a Glance
This guide details how to download CMS-1500 forms, individually and in bulk.
What is a CMS-1500 (or HFCA-1500) Form?
The Healthcare Financing Administration (HCFA)-1500 claim form, also known as Centers for Medicare & Medicaid Services (CMS)-1500, enables medical physicians to submit health insurance claims for reimbursement from various government insurance plans including Medicare, Medicaid and Tricare. When a physician has a private practice but performs services at an institutional facility such as a hospital or outpatient facility, the CMS-1500 form would be used to bill for their services.
For more information, visit [cms.gov](https://www.cms.gov/medicare/billing/electronicbillingeditrans/1500).
In Insights, we refer to these as CMS-1500 forms.
Here’s How to Do It
Download an Individual CMS-1500 Form
From the Claim Details page, open the target claim.
Open the Submissions tab. Find the submission in question and click
View
, under the ‘Action’ column.You will then see a preview of the CMS-1500 form. Note that it may take 10-15 seconds to load.
You then have the option to Download or Print the document with the icon buttons at the top of the new preview page.
Done!
Download CMS-1500 Forms in Bulk
There is a
Download CMS Forms
button next to the filters at the top of the Claim Details page. We recommend using the filters to narrow your search, otherwise the download will probably take a very long time or fail.In this example, we’ll download CMS-1500 forms for this particular patient, but only for claims with an Encounter Status of ‘Approved.’
Note that these downloads may be large and take a few minutes.
Coding
Features Supported
A coding team is dedicated to ensuring accurate and compliant coding for electronic and paper claims.
We have coding quality reviews to ensure clean claims and reduce downstream denials
We provide coding review and support for coding related denied Claims
We provide recommendations and updates on coding guidelines and best practices
We code all encounters within 24-48 business hour SLA
Features In Development
Automated E/M coding using AI
Features Not Supported
Write-backs into the sites EHR
Coding prior auth support for large- scale workflows.
Specialities: PT