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
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From the Home menu, under Insurance, select Unsent Claims.
The Unsent Claims page displays.
Tip: You can also access the Unsent Claims page from the location's Overview page > Unsent Claims widget. This widget displays the number of unsent insurance claims and a total of the charges for those claims.
Note: This widget only displays if you have the Billing Coordinator or Administrator role enabled.
Note: If the correct location is not already selected, use the Location menu to select it.
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On the Unsent Claims page, leave the first claim selected, or clicktap a different claim.
The claim options become available.
Tip: You can also clicktap the Go to Ledger link to open the patient's Ledger in a separate browser tab and view the information on the payment and any applicable adjustments.
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To review and/or edit claim information, clicktap Review/Edit to display the Claim Detail window, make any necessary changes, and clicktap Save.
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ClickTap Send Claim.
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