1. Go to Individual, Progress Notes and select the Client
2. Click Sec to the right of the first session
3. Select Original in the popup window
4. Click Sec, as needed, for any additional sessions
5. Go to Insurance, View Claims
6. Click on Edit/Print , New HCFA, one claim at a time
7. Select Plain Paper and print it out (Unless the red and white is required)
8. Attach the Primary EOB to the HCFA you've printed and mail them together