Applying Custom Page Margins for Aligning CMS-1500 Data Onto Pre-Printed Red Forms (for Paper Claims)

The new prompt is on the User Settings > System Settings > Prompt Preferences tab

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Navigate to the User Settings > System Settings > Prompt Preferences tab. The Paper Claim Page Setup prompt preference setting is at the bottom of the list. Set it to "Yes" to activate the display of the Page Setup (Windows: Print Setup) dialog during printing of the CMS-1500 onto pre-printed red forms.

Prepare the Paper Claim normally

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Use the Reports > Insurance layout and select the time interval and desired group of clients. (Note: only the printing of claims for clients with "Paper Claim" selected will be affected by the prompt preference described above.)

Continue to the printing options

When the preview of the claim is presented, click "Continue" to proceed to the printing options.

Choose the "RED Form" for the printing format

When the dialog appears for the printing format, choose the "RED Form" option. (Note: this dialog may be suppressed and the RED Form option can be pre-selected in your prompt preferences.)

The Page Setup (Windows: Print Setup) dialog will appear

The Page Setup (Windows: Print Setup) dialog will appear to allow you to choose the printer and paper size that works for your printer. Note that you may have to create a custom paper size with custom margins through trial and error in order to get the alignment correct.

Choose the printer and/or paper size that you have customized to work with your printer

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Choose a custom paper size that you have created with the dimensions and margins that work for your printer. (Hint: On a Mac, you would use the "Manage Custom Sizes..." process. As a starting point, set the margins to 0 and increment from there since the form is designed to be printed on a full page.)

Select the printer also, if necessary (you may have to do this first, before selecting the paper size)

You may first have to select the specific printer to gain access to the page size options that work for that printer. Click OK and the print dialog will appear. Be sure to select the correct printer (and to have a sheet of the pre-printed red form loaded into it.)

Note that this dialog will appear for each form that is printed. There is currently no way within FileMaker Pro to force it to "remember" a particular page setup if the page setup is under the control of the user.