Viewing a patient's claim history

You can view the claim history of a patient.

To view a patient's claim history

How to get there

  1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

    Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

  2. On the Patient menu, under Insurance, click (or tap) Insurance Claims.

    The patient's Insurance Claims page opens.

A patient's Insurance Claims page lists all the claims that were created for that patient.

Note: A claim can have any of the following statuses: Unsent, Sent, Zero Payment, Rejected by eServices, Rejected by Payer, Unprocessable Claim, Accepted, Additional Info Requested, Queued.

Click (or tap) any claim to view the details of and attachments that are included with that claim.