Once you have imported e-claims (learn more) have been imported to the program, you can search for them on Main the main view. You can specify your search criteria on Search filters pane:
There are two ways to perform a search.
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Step 1. Set at least one text search filter.
The The following filters are available:
- Claim ID – claim ID, such as BP12345, MF23-J1234;
- Payer – payer ID, such as A001, A026;
- Payment ref. – payment reference.
Note that search is performed by full name only.
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Step 2. Click Search.
The The search results grid appears.
OR
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Step 1. Select any value from Status drop-down list.
In In this case you don't have to click on Search button. The search results grid refreshes automatically.
Claim can be in one of the following statuses:
- Partly Paid By Payer;
- Rejected By Payer;
Anchor page5 page5 - Submitted To Payer;
- Ready For Resubmission;
- Resubmitted To Payer;
- Unremitted;
- Paid By Payer;
- Part Payment Accepted;
- Rejection Accepted.
You can also select one of the complex statuses:
- (Incomplete) which which is Partly Paid By Payer + Rejected By Payer
- (Pending) which which is Submitted To Payer + Ready For Resubmission + Resubmitted To Payer + Unremitted
Anchor page6 page6 (Complete) which which is Paid By Payer + Part Payment Accepted + Rejection Accepted
On the screenshot below the search is performed by the combination of the filters:
- Payer Payer = A001;
- Status Status = Pending.
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(1) number of the claims found;
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(2) the search results grid, one claim per line;
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(3) the totals line.
The totals line below the grid shows:
- Total net amount – – sum of all values in Net column;
- Total paid amount – – sum of all values in Paid Amount column.
If there are no results to show then the following information dialog appears:
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You can sort the search results grid data by any column.
Note: to to perform another search you can clear the filters values manually or simply click on Clean filter link labelall filters.