Creating a Claim
There are several ways to create claims in SnapBill. The most common is the manual claim form, but you can also create claims via Snap OCR or bulk import.
Manual Claim Creation
Click New Claim from the Claims page to open the claim creation form.
Step 1: Select a Patient
Start typing to search your patient directory by name or health card number. Select the patient from the results.
If the patient doesn’t exist yet, click Create New Patient to add them inline without leaving the form.
Step 2: Add Billing Items
Each claim can include one or more billing items. For each item, provide:
| Field | Required | Description |
|---|---|---|
| Service code | Yes | The OHIP billing code (e.g., A007). Search by code or description. |
| Service date | Yes | The date the service was provided |
| Diagnostic code | Yes | The OHIP diagnostic code (e.g., 000) |
| Number of services | No | Defaults to 1 |
| Fee | Auto | Automatically populated from the Schedule of Benefits |
Optional Fields
These fields are required for certain types of services:
| Field | When Required |
|---|---|
| Facility | Hospital-based services — enter the master number |
| Service location | When different from your default (e.g., home visit, long-term care) |
| Referring physician | Consultations and referral-based services |
| Admission date | In-patient services |
| Payment program | Defaults to HCP. Change to WCB (workplace) or RMB (reciprocal) if applicable |
Adding Multiple Items
Click Add Item to add additional billing codes to the same claim. This is common when billing multiple services for the same patient on the same visit — for example, a consultation (A007) plus a specific assessment.
Real-Time Validation
As you fill out the form, SnapBill validates your claim in real time:
- Health card — checks format and expiry (MOD-10 validation)
- Billing code — verifies the code exists, checks specialty and age restrictions
- Required fields — ensures all mandatory fields are present for the selected codes
- Duplicates — warns if a similar claim already exists for the same patient and date
- Code combinations — flags restricted code pairings
Validation issues appear as inline warnings. You can still save a claim with warnings, but errors must be resolved before submission.
Saving
Click Save to create the claim. It will be saved with a status of Pending Submission and appear in your claims list, ready to be submitted.
Tips
- Set patient defaults — configure a default diagnostic code, facility, and referring physician on each patient to pre-fill future claims
- Use code search — type a description like “consultation” instead of memorizing codes
- Check the Schedule of Benefits — look up code requirements, fees, and restrictions before billing