Claims search

Once e-claims have been imported to the program, you can search for them on the main view. You can specify your search criteria on Search filters pane: 



There are two ways to perform a search.

Step 1. Set at least one text search filter.
       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.

Step 2. Click Search.
       The search results grid appears. 

OR

Step 1. Select any value from Status drop-down list.
       In this case you don't have to click Search. The search results grid refreshes automatically. 

Claim can be in one of the following statuses:

• Partly Paid By Payer;
• Rejected By Payer;
• 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 is Partly Paid By Payer + Rejected By Payer
• (Pending) which is Submitted To Payer + Ready For Resubmission + Resubmitted To Payer + Unremitted
• (Complete) 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 = A001;
• Status = Pending.

(1) number of the claims found;
(2) the search results grid, one claim per line;
(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:

You can sort the search results grid data by any column.

Note: to perform another search you can clear the filters values manually or simply click Clean all filters.