Setting Up the Office Expert

Defining Claim Submission Items

Claims Submission (Resubmit) items enable you to track outstanding insurance claims.

To define a Claim Submission (Resubmit) item:

1. On the Experts tab, select Claim Submission (Resubmit) from the Office Expert Category field.

2. Click New. The Claim Submission Report window is displayed.

3. In the Report Criteria section, set the following options:

4. Insurance PlanName of the insurance plan

5. Service OfficeName of the office location

6. ClaimsType of claim

7. ProviderName of the provider to use

8. Suppress Zero Balance ClaimsExcludes claims that have a zero balance

4. Select one of the following:

• DateSets a specific date for the search. If selected, click the ellipsis button next to the From and To fields. The Date Selection window is displayed.

• Min/MaxSets the option to list all claims at least a certain number of days old, or no more than a certain number of days old. If selected, enter the minimum and maximum number of days for which you want to generate the report.

5. Click Ok to close the Claim Submission Report window.