# Request Claim Form

For insurance visits, the **Claim Form** option becomes available in the **More Actions** menu. Staff can use this option to present the insurance claim form to the patient for their signature, which is typically required for claim processing and billing purposes.

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### Steps to Request a Claim Form

* Open the **Scheduler (Home > Front Desk > Scheduler)** screen. Choose the respective patient’s appointment and click the appointment card. This opens the **Appointment Information** pop-up screen.

  <figure><img src="/files/DaFDxnRZ7EUKVRFg3iO5" alt="" width="230"><figcaption></figcaption></figure>
* From the pop-up menu, select the **Request Claim Form** hyperlink. This action opens the **Request Claim Form** pop-up screen. This action opens the **Claim Form** pop-up screen, allowing you to manage the claim forms.<br>

  <figure><img src="/files/87KJE9BhcQQxL5XQjtLc" alt="" width="485"><figcaption></figcaption></figure>

{% hint style="info" %}

* This functionality is the same as the **Request Claim Form** option in the **Visit Queue**, ensuring consistency across insurance workflows.
* For further details, refer to the  [**Request Claim Form**](/uniteemr/application-modules/patient-queue/front-desk-queue/more-actions/request-claim-form.md) and [**View or Edit Claim Form**](/uniteemr/application-modules/patient-queue/front-desk-queue/more-actions/view-or-edit-claim-form.md) sections in the **Patient Queue** documentation.
  {% endhint %}

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