Review Submitted Claims

Q: How do I review submitted claims?

1. Open the Claims Manager

1. Open the Claims Manager

To open the Claims Manager, click on the Billing menu then select Claims Manager.

2. Open the Submitted Tab

2. Open the Submitted Tab

Click on the Submitted tab.

3. Filter by Posted Date

To filter your listing of submitted claims:

  1. Choose the desired start and end date in the Filter Posted Date dialog.
  2. Click the Filter button.

After clicking the Filter button, the submitted claims that were posted within the selected date range will be displayed.

4. View Claim Details

To view the claim details for a submitted claim, double-click on the claim line.  This will open the patient account Claims tab and will display the selected claim.