Description
This section allows you to filter the different columns for claims management.
Access
Through the Main Menu
- On the main screen, press the Billing button.
- On the main screen, click on the QuickLinks text located at the top of the screen and select the Billing option.
- On the Patient Details screen, click on the Billing button located at the top of the screen and select the Go To Billing option.
- On the Appointments screen, press the Billing button located at the top of the screen and select the Go To Billing option.
Filters: Area where the user selects to filter the screen. Among the available options are:
- From: The display is filtered by the date the service was started.
- To: The display is filtered by the date the service was terminated.
- Search: The screen is filtered, when searching by claim #, patient name.
- Note: Press the Enter key to perform the search.
- Payer: The screen is filtered by the insurer.
- Flag: The screen is filtered by the Flags, identified by the user.
- Status
- New: Displays created claims that have not been printed or transmitted electronically. This Status is added automatically when the claim is created.
- Pending: Displays claims that have already been edited, have not been sent to the Clearinghouse or have not been printed.
- Printed: Display the claims, which were printed form 1500.
- Transmitted: Displays the claims, which were transmitted electronically.
- TransAccepted: Displays claims, which have been accepted by the insurer, but for which payment has not yet been received.
- Paid: Displays claims, which were paid by the insurer.
- Rejected: Displays the claims, which were rejected by the insurer.
- Disputing: Displays claims, which are in a dispute process, with the insurer.
- Errors: Display claims, which for some reason contain errors.
- Closed: Displays claims, which have already been processed and reconciled.
- Secondary: Displays the claims, created from the secondary plan.
Note: Claim statuses may be changed at any time by the user.