You can view the information on sent claims. Then, as needed, you can make changes, either resubmit or reprint the claim, split the claim, or delete the claim.
To track a sent claim
How to get there
On the Home menu, under Insurance, click (or tap) Sent Claims.
The Sent Claims page opens.
How to get there
Use the Patient Search box to access a patient's record.
Notes:
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
On the Patient menu, under Insurance, click (or tap) Insurance Claims.
The patient's Insurance Claims page opens.
How to get there
Use the Patient Search box to access a patient's record.
Notes:
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
On the Patient menu, under Financial, click (or tap) Ledger.
The patient's Ledger page opens.
Do one of the following:
On the Sent Claims page, all sent claims, including rejected claims, appear in the list. Click (or tap) a claim with a Sent status.
Note: Claims are sorted by their dates of service (oldest to most recent).
On a patient's Insurance Claims page, click (or tap) a claim.
On a patient's Ledger page, click (or tap) a claim.
The Claim Detail dialog box appears.
Do one of the following:
To delete the claim, click (or tap) Delete Claim.
To resubmit the claim, click (or tap) Resubmit (not available for claims with a Queued status).
To print the claim, click (or tap) Print.
To split the claim, click (or tap) Split Claim. This button is available only if the claim is a primary claim, has not been paid, and has at least two procedures attached. Also, if the PPO write-offs setting is turned on, and write-offs have been posted for the claim, you must delete the write-offs before the Split Claim button will become available.
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