Tracking Submitted Insurance Claims

The Claims Submission report is the primary tool used to track and follow up on submitted insurance forms.

To print a Claims Submission report:

Select Reports > Insurance > Claim Submission. The Claim Submission Report window is displayed.
Either enter or select an insurance plan by clicking .
From the drop-down list in the Service Office field, select the office performing the service.
From the drop-down list in the Provider field, select the provider of the service.
From the drop-down list in the Claims field, select the type of insurance claim.
If you do not want claims with a zero balance to display on the report, select Suppress Zero Balance Claims.
If you want claims between a certain date range to be printed, click Date and type a beginning and an ending date, or to print claims over or under a certain number of days, click Min/Max and type values for minimum and maximum number of days over.
Depending on how you want to group the line items, select Office or Provider.
In the Sort By section, select how you want to sort the report.
Click Print. The Print Claim Submission Report window is displayed.
Change the settings as needed.
To print a hard copy of the report, click Print, or to view the report on your computer, click Preview.