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Joe Moore provides instructions for completing a CMS claim form. Key guidelines include using uppercase letters and avoiding abbreviations. In Block 1, mark an X in the appropriate slot to indicate the type of insurance (Medicare, Medicaid, TRICARE, etc.). In Block 1a, enter the patient's insurance ID number without dashes or spaces, even if the card displays it otherwise. If applicable, the group health number should be entered farther to the right on the same line. The tutorial continues with completing Block 2, ensuring that all details are accurately filled out according to these specifications.