Creating Batches and Cases in CM LITE

When using Claim Maker LITE your organization is responsible for creating all batches and cases manually.

This can be done 2 ways – manual batch creation or batch creation by uploading documents to create the cases.

Creating Cases Manually

1. Create a new Batch

   

2. Once the batch is created, select Create Case from the Cases action menu.

   

Create Cases from Documents

1. Create a new Batch

2. Once batch is created, select the newly created batch and then select Create Cases from Documents from the Cases action menu

   

3. Select up to 10 patient pdfs – make sure each pdf is a separate patient. For each document uploaded- add patient first and last name

   

4. Click Upload
5. Patient Cases should be created – 1 case per pdf uploaded.
6. Continue Update information using Data Entry View for each case