View a Patient's Claims

Version 20.17

About

The Claims section of the Patient Chart houses a patient's full claims history including, claim service dates and charges, claim payments, adjustments, and patient responsibility. Generally, claims are listed in chronological order with the most recent date of service at the top. To reorder the dates of service, click the Claim # column header to bring the oldest date to the top. Claims can be viewed by Status and by Date Range. The default selection for both of these is All.

View a Patient's Claims

  1. Navigate to the Patient Chart: Clinical, Practice Management, or Billing tab > Patient Chart button.
  2. Search for and select the patient, if not already selected.
  3. Click ´╗┐Claims in the Window Navigation Panel.
  4. To expand and view a claims details, click + to the left of the claim number you want to expand, or select the Expand all checkbox to expand all claims. If you want to include voided transactions, select the Include voids checkbox. The following details are displayed:
  • Charge lines are displayed in yellow.
  • Patient transactions are displayed in pink.
  • Insurance transactions are displayed in green.

View Claim Line Details

To view further details of a Claim, Payment, Adjustment, or Patient Responsibility line, double-click the line.

  • Double-clicking a Charge line. The Claim Details: Linked Charge Transactions window is displayed where you can view more detailed claim information. View the image below to see all of the information included in this detail.

  • Double-clicking a Payment line (patient or insurance) will open the Claim Details: Linked Payment Transactions window. View the image below to see all of the information included in this detail.

  • Double-clicking an Adjustment line (patient or insurance). The Claim Details: Linked Payment Transactions window is displayed. View the image below to see all of the information included in this detail.

  • If there is a Patient Responsibility, click it for further details.
Version 20.16

About

The Claims section of the patient chart houses a patient's full claims history. In addition to claim service dates and charges, claim payments, adjustments, and patient responsibility are also included in the details of the claim(s). Generally, claims are listed in chronological order with the most recent date of service at the top. To reorder the dates of service, click the Claim # column header to bring the oldest date to the top. Claims can be viewed by Status and by Date Range. The default selection for both of these is All.

View a Patient's Claims

  1. Navigate to the patient chart: Clinical, Practice Management, or Billing tab > Patient Chart button.
  2. Search for and select the patient, if needed.
  3. Click ´╗┐Claims in the Window Navigation Panel.
  4. To expand and view a claims details, click + to the left of the claim number you want to expand, or select the Expand all checkbox to expand all claims. If you would like to include voided transactions, select the Include voids checkbox. The following details are displayed:
  • Charge lines are displayed in yellow.
  • Patient transactions are displayed in pink.
  • Insurance transactions are displayed in green.

View Claim Line Details

To view further details of a Claim, Payment, Adjustment, or Patient Responsibility line, double-click the line.

  • Double-click a Charge line. The Claim Details: Linked Charge Transactions window is displayed where you can view more detailed claim information. View the image below to see all of the information included in this detail.

  • Double-clicking a Payment line (patient or insurance) will open the Claim Details: Linked Payment Transactions window. View the image below to see all of the information included in this detail.

  • Double-click an Adjustment line (patient or insurance). The Claim Details: Linked Payment Transactions window is displayed. View the image below to see all of the information included in this detail.

  • If there is a Patient Responsibility, click it for further details.