What document is used to report medical information to insurance companies and to bill patients?

The claim form is specifically designed for reporting medical information to insurance companies and facilitates the billing process for patients. This document is essential in capturing the necessary details about the services provided, including diagnosis codes, procedure codes, and associated costs.

When a healthcare provider renders services, they complete the claim form to outline the care delivered and substantiate the need for reimbursement. This document enables the insurance company to review and process the claim according to the patient's policy and the services rendered.

Additional documents, such as billing statements, may reflect the charges a patient owes, but they do not serve the same function in reporting data to insurance companies for reimbursement. The patient summary offers a general overview of care but lacks the specific details required for claim submission. An insurance policy outlines the coverage details and terms but does not directly facilitate the billing or reporting of medical services. Thus, the claim form is the correct choice as it encompasses the necessary elements for both reporting medical information and billing patients.