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In this tutorial, Joe Moore provides instructions for completing a CMS claim form. Key guidelines include using all capital letters and avoiding abbreviations. To start, in Block 1, mark an X to indicate the type of insurance, such as Medicare, Medicaid, TRICARE, CHAMPVA, group plan, or other. In Block 1A, enter the patient's insurance ID number without dashes or spaces, even if the card displays them. If there’s a group health number, place it on the right side of the line in the designated area. Moore emphasizes the importance of these details for accurate claims processing.