Insurance Payments Search Screen

The Insurance Payments screen—available from the top navigation bar within the Practice Management system and the Medical Billing platform—allows you to view all insurance payments by their status, as well as create custom views to accommodate your workflows. 

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Date Search

The Date From and Date To fields on the Unposted and In Progress tabs will be pre-populated based on your practice's data. 

Screenshot 2023-08-21 at 8.09.23 AM.pngFor example, if you have insurance payments dating back to 01/01/2020, the "Date From" field will automatically display 01/01/2020.

The Posted 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 Payment Date and Posted 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 option of Payment Date/Posted 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.

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

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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If you’d like to view deleted insurance payments as well, select the Show Deleted box. 

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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 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 top left section, as shown below.  

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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 search and filter

Select the magnifying glass below each column header, and select from the dropdown menu to set specific filters for that column, such as Starts With or Contains. Then, type in the field to search the column using that filter. Select the Reset option at the bottom of the dropdown to clear the column filters.

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A filter icon is available within some columns (to the right of the name), presenting a dropdown to filter each column by specific groups or 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 that 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, 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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Navigating from the patient dashboard

Navigate to the patient dashboard.

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Click IP from the menu on the left.

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This opens the Insurance Payment search screen for the selected patient. 

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The date range is defaulted to the last 31 days. Use the Date From and Date To fields to search for a specific date range.

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The Status column shows whether the payment is Unposted, In Progress or Posted.

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Toggle between Payment Date and Posted Date to change how data is displayed. 

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Click Show Deleted to include deleted payments in the grid.

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

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

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