From the practice dashboard, you can review claims for errors before you submit those claims. Options for editing, deleting, and sending each claim are provided. A claim that has not yet been submitted to an insurance carrier also appears on the Unsent Claims List.
To process an unsent claim
How to get there
On the Home menu, under Location, click (or tap) Overview.
The location's Overview page opens.
On the practice Overview page (dashboard), the Unsent Claims box displays the number of unsent insurance claims and a total of the charges for those claims. Click (or tap) the box.
The Unsent Claims page opens.
On the list of unsent claims, leave the first claim selected, or click (or tap) a different claim.
The claim options become available.
Click (or tap) Review/Edit to view the claim. In the Claim Detail dialog box, make any necessary changes, and then click (or tap) Save.
Click (or tap) Send Claim.