The Insurance Claim Status block displays the dates the claim was created, sent, traced, placed on hold, and/or re-sent. You can also enter notes regarding the status of the claim.
To add a claim status note
1. In the Ledger transaction log, double-click an insurance claim or payment or a pre-authorization estimate.
The Insurance Claim or Preauthorization Estimate window appears.
2. Double-click the Status block, or click Add/Edit Status.
The Claim Status Notes dialog box appears.
Note: Claim Status Notes are created automatically whenever a claim's status changes and cannot be edited or deleted.
3. To add a Claim Status Note, type the note in the Add Notes text box. (To clear the note text, click the Clear Note button.)
4. As necessary, complete the following:
· Status - Select one of the following options from the list:
· Sent - Select if the claim has been submitted.
· Not Sent - Select if the claim has not been submitted.
· Contested - Select if the claim or portions of the claim are being contested.
· Information Needed - Select if more information about the claim has been requested.
· Partially Paid Info - Select to enter information about a partially paid claim.
· Re-Sent - Select if the claim was resubmitted.
· Other - Select to enter any miscellaneous notes about the claim.
· Provider/Staff - From the list, select the provider or staff member associated with the claim.
5. To
save the note, click the Save Note button 
.
The note appears in the list.
6. To edit or delete a note, click the Edit Note or Delete Note button, respectively.