As long as a provider generates a large number of claims, a complex search is designed to support quick access to the created claims.

Step 1. Select Claims > Find Claims from the menu.
Find Claims form opens.

Step 2. Set a search value and click Search.
The search results grid appears.

There is a possibility to filter claims by patient visit (encounter) dates (1), insurance company (2), claim status (3).

Encounter Dates

1. Today, This week, This month, Last month links. By clicking on any of them the visit start and the visit end date pickers are set as the first day and the last day of the period and the search results grid refreshes. The search can be performed without specifying a search value but setting the visit period only.

Step 1. Select Claims > Find Claims from the menu.
Find Claims form opens.

Step 2. Click This month link.
The search results grid appears.

2. Custom encounter period. In this case, only filtering is possible; to perform a search the user needs to click Search again (search value is mandatory).

Step 1. Select Claims > Find Claims from the menu.
Find Claims form opens.

Step 2. Set a search value, the encounter period range as (today, today + 10).

Step 3. Click Search.
The search results grid appears.

Insurance company

Payer ID can be selected from the corresponding search lists which open by clicking on […] button. Another option is to enter the value or part of it manually in the field (e.g. A026 in Payer ID field) and press Enter key. The data will load automatically.

Insurance plan drop-down fills automatically with custom values for the specified payer (after value in Payer ID field is set).

Status

Status list contains the following values: Any status, Ready For Submission, Submitted To Payer, Submission Failed. When a claim is created, it gets status Ready For Submission. When a claim fails to upload, and it is edited, the status changes from Submission Failed to Ready For Submission.

The following actions can be performed with the selected e-claims in the grid:

Edit – Electronic Claim form opens for editing;
Generate – Upload Transactions form opens for generated transactions review.

There is also a possibility to add new claim directly on Find Claims form by clicking Add.

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