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The Complete Guide to Medical Claim Submission

Written by acadmin | Feb 27, 2026 1:00:13 PM

Medical claim submission connects patient care with payment. After treating a patient, providers must submit accurate claims to insurance companies to receive reimbursement. For both solo providers and multi-location practices, timely and correct claim submission is essential for steady revenue and fewer administrative headaches.

This guide explains the claim submission process, common challenges, best practices to reduce denials, and how Amazing Charts simplifies claim submission in medical billing from documentation to final payment. Whether you are new to the claim submission process in medical billing or improving an existing workflow, the goal is simple: cleaner claims and faster payments.

Understanding Claim Submission

Claim submission means sending patient visit details to an insurance payer for reimbursement. A complete medical claim submission includes:

  • Patient demographics

  • Provider details (NPI, Tax ID)

  • CPT/HCPCS procedure codes

  • ICD-10 diagnosis codes

  • Modifiers

  • Dates of service

  • Charges

Most claims are sent electronically using the ANSI 837 format. After submission, the payer reviews (adjudicates) the claim and either sends payment or issues a denial.The claim submission process in medical billing depends heavily on accuracy. Clean and complete claims reduce delays, denials, and extra work. Even small mistakes—like a wrong member ID number or mismatched diagnosis and procedure codes—can lead to rejections. A clear and structured claim submission process helps improve first-pass acceptance and cash flow.

Common Challenges in Claim Submission

Many practices face similar issues during medical claim submission, such as:

  • Eligibility not verified before the visit

  • Missing or incomplete documentation

  • Coding errors

  • No prior authorization

  • Payer-specific rules

  • Changing insurance policies

  • Missing attachments

A strong claim submission process in medical billing includes built-in checks to catch these problems before the claim is sent. Using the right software can significantly reduce rejections and improve efficiency.

How to Submit a Claim

A standard claim submission process usually includes these steps:

  1. Verify patient eligibility and benefits before the appointment.

  2. Document the visit clearly in the EHR.

  3. Assign correct CPT/HCPCS and ICD-10 codes with appropriate modifiers.

  4. Validate required fields like NPI, Tax ID, place of service, dates, and charges.

  5. Submit electronically through a clearinghouse.

  6. Monitor acknowledgements (999/277CA) and remittance advice (835).

  7. Address denials and resubmit if needed.

Amazing Charts combines these steps into one smooth workflow. Patient data flows directly from the EHR to billing, reducing manual data entry and lowering errors. Built-in validation tools check for missing information, incorrect coding, and authorization issues before claim submission in medical billing occurs.

Claims can be batched and tracked through a centralized dashboard, making the claim submission process in medical billing more transparent and manageable.

Best Practices for Faster Payments

To improve your medical claim submission results:

  • Review claims daily before sending

  • Submit within payer time limits

  • Use templates for common procedures

  • Confirm referrals and authorizations early

  • Track rejection reports regularly

  • Reconcile payments quickly to spot underpayments

An organized claim submission process ensures steady revenue and fewer surprises. Amazing Charts supports these efforts with automated alerts, work queues, and reporting tools that help identify bottlenecks in your claim submission process in medical billing.

Benefits of Using Amazing Charts for Claim Submission

Amazing Charts RCM Software integrates clinical documentation and billing into one system. This improves consistency, reduces duplicate work, and supports accurate claim submission in medical billing.

Key benefits include:

  • Seamless EHR-to-billing data flow

  • Pre-submission validation for clean claims

  • Reduced denial rates

  • Real-time claim tracking

  • Denial trend analysis by payer or code

  • Ongoing support and training

These tools strengthen your overall claim submission process and make medical claim submission more efficient and predictable.