Managing Your Practice

Using the Insurance Claims Window

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 for the main list.

To access the Insurance Claims window:

1. Select  Lists > Insurance Claims > Main claims list. The Insurance Claims window is displayed.

2. Use the Claims to include filters to select the Status and Coverage type of claims to display.

3. Use the Submission methods to include filters to select the Type of claims to display.

4. 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.

5. Click Filter Claims to update the list based on the selected filters.

• You can sort the list by Submitted date or Patient name.

6. Select a claim from the list and use the Claims actions buttons to resubmit a claim, enter details, or access the procedures for the claim.

• Clicking Clear removes the selected claim from the list. Clear All removes all the claims currently displayed in the list.

Archiving Claims

You can move claims with a status of Refused, Collected, Dead claim, or Not sent to the Archived list.
(Lists > Insurance claims > Archived claims list)

• It is recommended that you archive claims with a date range from the oldest to one or two years old.

To archive insurance claims:

1. In the Insurance Claims main window, select the filters: Refused, Collected, Paper, and Electronically.

• Claims with a status of Waiting to Submit or Submitted cannot be archived; you must de-select these boxes.

2. Use the date range and additional filters to define the list of claims to archive.

3. Click Filter Claims. The filtered list is displayed and the Archive buttons are activated under Claim actions.

4. Select a claim from the list and click Archive claim, or click Archive all to archive the entire list. You are prompted to continue the action.

5. Click OK. When the archiving process is complete, another prompt is displayed asking if you want to reset the filters and view the other claims.

6. Click OK. The Insurance Claims window displays the claims that have not been archived.

Restoring Archived Claims

To access archived claims, select Lists > Insurance Claims > Archived claims list. Use the filters and search features to locate the claim you want, as well as view details and procedures for a selected claim.

To restore an archived claim, select it and click Restore claim, or click Restore all to return all claims in the displayed list to the Insurance Claims window.