1. Claims: A listing of all of the patient claims, both pending and submitted.

2. Claim Details: The claim details listed in this section represent the claim that is selected in the Claims list above.

3. Double click the line item to further view the specific charge details.  

4. View additional claim info.

5. Patient's Primary insurance Policy.

6. Patient's Secondary insurance Policy

7. Change the Status of a claim.

On Hold: If making changes, place a check mark in the On Hold box to move a claim to that section in the Claims Manager. The claim must be Rebuilt to include changes on the the visit.

Processed: If you want to make the balance on a claim the patient's responsibility, you can place  a check mark in Processed box. If a claim is in the Processed status, but you want to resubmit to insurance and make it Insurance pending status, you can click to take the check mark out and resubmit claim.

8. File With: Drop down to select Primary or Secondary policy.

9. Route: Select the routing to submit claim Paper or Electronic.

10. Paper Fill: Paper claims only allow for four diagnosis codes per visit. If you have more than 4 codes per visit, you will need to make a selection if you want to uses the primary 4 codes and use the fewest pages or if you want to use more than four diagnosis codes and maintain order.