Searching for claims

You can search for claims in the Claims Manager.

To search for a claim

1.   To open the Claims Manager, click the Claims Manager toolbar button..

The Claims Manager appears.

2.   To search for a claim, in the Search text box, do one of the following:

·        Sent – Type the claim's sent date.

·        Last Updated – Type the date the claim was last updated.

·        Patient Name – Type the first few letters of the patient's name.

·        Carrier Name – Type the first few letters of the carrier's name.

·        Status – Type the first few letters of the status type batched, created, sent, and so on).

·        Age – Type the number of days.

·        Attach – Type yes or no.

3.   To sort the claims list by column, click the column name.

4.   To add and/or remove columns, right click the claims list pane.

A list appears.

5.   To add and/or remove a column, do one of the following:

·        To add a column, click an entry without a check mark.

·        To remove a column, click an entry with a check mark.