Version 21.0
 This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page. |
About Patient Chart: Claims
Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Claims
The Claims window displays a list of the patient's claims with open claims highlighted in red. You can create tasks, recoup claims, rebuild claims, check transactions, change a payer, revert patient responsibility, and queue primary or secondary payers.
Note: Just like a paper chart, the electronic chart in OP contains personal health information and should be kept protected and confidential. Always close all windows on your screen and log out of OP when you are not at your workstation. |
Patient Chart: Claims
| Number | Section | Description |
1 | Claims button | The Claims button opens the patient's Claims window. |
2 | Claim Display criteria | The Claim Display criteria selections determine what claims are displayed in the grid. Criteria are determined by Status and Date range. You can also include voids in the list and expand the details for all listed claims. |
3 | Claim Action buttons | The buttons listed across the top of the window are used to perform the following actions for the selected claim:
|
4 | Claim List grid | The Claim List grid displays the patient's list of claims with open claims highlighted in red. Individual claims can be collapsed and expanded by clicking +/- to the left of the claim number. Expanding a claim displays the transactions (payments, adjustments) associated with the claim. Double-clicking on a claim will open the Claim Details window, where you can add a Claim Note note to the claim. |
5 | Claim Status History grid | The Claim Status History grid displays the status history for the selected claim in the Claim List grid. Statuses can be added by clicking the Add Status button. |
Version 20.18
This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page. |
About Patient Chart: Claims
Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Claims
The Claims window displays a list of the patient's claims with open claims highlighted in red. You can create tasks, recoup claims, rebuild claims, check transactions, change a payer, revert patient responsibility, and queue primary or secondary payers.
Note: Just like a paper chart, the electronic chart in OP contains personal health information and should be kept protected and confidential. Always close all windows on your screen and log out of OP when you are not at your workstation. |
Patient Chart: Claims
| Number | Section | Description |
1 | Claims button | The Claims button opens the patient's Claims window. |
2 | Claim Display criteria | The Claim Display criteria selections determine what claims are displayed in the grid. Criteria are determined by Status and Date range. You can also include voids in the list and expand the details for all listed claims. |
3 | Claim Action buttons | The buttons listed across the top of the window are used to perform the following actions for the selected claim:
|
4 | Claim List grid | The Claim List grid displays the patient's list of claims with open claims highlighted in red. Individual claims can be collapsed and expanded by clicking +/- to the left of the claim number. Expanding a claim displays the transactions (payments, adjustments) associated with the claim. Double-clicking on a claim will open the Claim Details window, where you can add a Claim Note note to the claim. |
5 | Claim Status History grid | The Claim Status History grid displays the status history for the selected claim in the Claim List grid. Statuses can be added by clicking the Add Status button. |
