You can use the Insurance Claims window to locate specific claims and view the status, procedures, and details of a claim. All claims are stored in this list, but you can move claims from this list to an archived list to improve the search speed.
To access the Insurance Claims window:
Select Lists > Insurance Claims > Main claims list. The Insurance Claims window is displayed.
Use the Claims to include filters to select the Status and Coverage type of claims to display.
Use the Submission methods to include filters to select the type of claims to display.
Use the Date range fields to filter the list by dates.
If you are using the NEA FastAttach software integration, additional filters and action buttons are displayed on this window, as well as an NEA Status column.
Click Filter Claims to update the list based on the selected filters. You can sort the list by submitted date or patient name.
Select a claim from the list and use the Claim actions buttons to resubmit a claim, enter details, or access the procedures for the claim.
To remove a claim from the list, select it and click Clear. To remove all the claims displayed in the list, click Clear All.