Executive summary. Create a claim when your authorized workflow calls for a manually prepared submission.

Definition

The Manual claim wizard is a guided Attergo Billing workflow for entering claim information step by step.

Who this is for

Billing specialists authorized to prepare a claim by hand.

How to begin

In Billing, select the manual claim option and complete each step in order. Pause where required information or documentation is missing.

Complete the workflow

Read the final summary before submitting it into your billing workflow, and keep related documentation in the approved record system.

Frequently asked questions

When should I use the wizard?

When your organization’s billing policy authorizes manual claim preparation for the situation in front of you.

Referenced standards and further reading

Related articles

The 837P lifecycle: from encounter to acknowledgement →

How to read an 835 remittance advice operationally →

Eligibility is a point-in-time check →

Revision history

2026-08-05 · 1.0, initial public reference · Published by Ryan Stringer.