Creating a CMS-1500

Please note that you must be a billing manager to view the ShareNote billing section and have access to the CMS-1500 generator.

1. From the main menu in ShareNote, select MANAGERS > DIRECT BILLING > TRANSACTION HISTORY.
2. If so desired, fill out the search settings and then click the VIEW TRANSACTIONS button.
3. Click the VIEW link for the transaction that you wish generate a CMS-1500 for.
4. You should now see all of the claims within the selected transaction. Clicking the GENERATE CMS-1500 button will download a pre-filled PDF version of the CMS-1500.

That’s it! You have now created a CMS-1500 form to use as needed.