The Claims screen—available from the top navigation bar within the Practice Management system and the Medical Billing platform—allows you to view all claims by their status, as well as create custom views to accommodate your workflows. To learn more about creating and sending claims, click here!

Date Search

The "Date From" and "Date To" fields on the To Send Electronic, To Print, Pending, Errored, Rejected, No Response, and Denied/Left Open will be pre-populated based on your practice's data. 

For example, if you have claims dating back to 01/01/2020, the "Date From" field will automatically display 01/01/2020.

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The Resolved, Canceled, and All tabs will display the last 31 days of claims by default. Use the Date From and Date To fields to search for specific date ranges.

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Toggle between Service DateInitial Billed Date, and Batch Date to change how data is displayed. 

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If you’d like to lock the search criteria (Date From, Date To, and the toggle for Service Date/Initial Billed Date/Batch Date), select the Lock icon. Locking ensures that if you navigate away from the page and come back, the page will retain the previously selected search criteria.

 Note: The lock icon is only available for date ranges less than or equal to 31 days.

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Once the search criteria is locked, you will not be able to alter to search criteria unless you de-select the Lock icon, so make sure to double-check that.

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Using Grids

The grids will display data based on the options selected above. Within the grid, you can:

  1. Toggle Report Mode
  2. Reorder columns
  3. Group by certain columns
  4. Search and filter within columns
  5. Create Favorites
  6. Set Defaults

Report mode

Each grid contains a set of default columns. Click the checkbox by Report Mode to add additional columns to the grid, and view the data you need for your workflow. Once Report Mode is turned on, select the Columns icon to add or remove columns in the grid. 

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Reorder columns

Each grid will load in a default order. However, you can always drag and drop column titles left and right to display the data in the order of your choosing.

Grouping

Grouping allows you to create pivot tables within grids and sort by a particular column. To group, drag and drop the column name into the Drag a Column Header Here section, located on the top left. 

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To group by multiple columns, drag the column titles into the top section in the order you’d like to group your data. 

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Column filter and search

Select the magnifying glass above each column and select from the dropdown to set specific filters for that column, or type in the field to search the column. Select the Reset option in the dropdown menu to clear the column filters. 

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Filter by groups

Select the filter icon available for some columns to filter the columns by specific criteria. This option is only available for non-numeric columns.

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Reset grid

If you'd like to remove any custom filtering, grouping, sorting, or reordering in the grid, select the Reset Grid button. This will also allow you to more easily see when filters have been applied to the grid!

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Favorites

Creating Favorites allows you to set and save custom views. To create a Favorite view:

  1. Reorder columns, group columns, add/remove columns, and set filters on columns until you are ready to save the current view.
  2. Select the Favorites icon.
  3. Enter a title for the Favorite, and select Save.

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 Note: Favorites are created based on the tab they were created on. Once you save a Favorite, it will be saved with the associated status tab name. Selecting that Favorite will navigate you to the tab it is associated with.

From the Favorites icon, select an existing Favorite to set it as the view in the grid.

Global search

The global search is now moved inside the grid. This means any filters applied to a column (either via manual search or favorites) will apply to the same column across all tabs on the screen.

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Defaults 

Within the Favorites settings, you can set an existing Favorite as a Default for the Claims screen. Setting a Default will load that Favorite as your initial view when navigating to the screen. 

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PDF export

Select the PDF icon to export the information shown in the current grid to PDF format. 

 Note: the grid will export with any reordering, grouping, additional or removed columns, and filters.

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If the grid includes any grouping, select the dropdown menu on the PDF icon, check the Export by Group box, and select Download to ensure each grouping has it's own page in the PDF export. 

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If the grid contains more than 10 columns you can determine which 10 columns you'd like to include on the export. Then, select Export. 

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CSV export

Select the CSV icon to export the information shown in the current grid to CSV format. 

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