You can send claims that were created previously but not submitted to insurance carriers.
To send claims
How to get there
From the Home menu, under Insurance, clicktap Unsent Claims.
The Unsent 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.
From the Patient menu, under Insurance, clicktap 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:
From the Patient menu, under Financial, clicktap Ledger.
The patient's Ledger page opens.
Do one of the following:
On the Unsent Claims page, select the check box of the claims that are ready to be sent. Claims displayed in the color green have a Ready status (all required information is present on the claim).
Important: Fix the problems for claims with a yellow Warning status (information is missing from the claim but might not be required) and/or a red Needs Attention status (required information is missing from the claim) before attempting to submit the corresponding claims. To view and edit claim details, clicktap a claim.
ClickTap Send Selected Claims.
For a specific patient
Do one of the following:
On a patient's Insurance Claims page, clicktap a claim with a status of Unsent.
On a patient's Ledger page, clicktap a claim with a status of Unsent.
The Claim Detail dialog box appears.
ClickTap Submit.
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