How to Find Claims for a Specific Patient or Insurance Carrier
Posted by Cari Callan on 11 July 2013 03:58 PM

To find claims for a specific patient

  • Go to Claims Management
  • Go to Claims History
  • Select Load Claims
  • Enter the date range for the claims search.  Note: This date is not the date of service but the claim date so be sure to have a date range that will generate the list of claims that you need.
  • Mark ‘All Numbers’ for Claim Numbers and ‘All Subscribers’ for Subscriber ID
  • In the Patients section, select ‘Code Range’
  • Click on the search box and find the patient.
  • Enter the patient’s code in the bottom text box (or use the search box to find the patient)
  • In the Insurance section, select ‘All Carriers’
  • Click OK

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  • A list of claims will populate in Claims History based on the criteria specified

 

To find claims for a specific carrier

  • Go to Claims Management
  • Go to Claims History
  • Select Load Claims
  • Enter the date range for the claims search.  Note: This date is not the date of service but the claim date so be sure to have a date range that will generate the list of claims that you need.
  • Mark ‘All Numbers’ for Claim Numbers and ‘All Subscribers’ for Subscriber ID
  • In the Patients section, select ‘All Patient’
  • In the Insurance section, select ‘Code Range’
  • Click on the search box and find the insurance carrier
  • Enter the insurance carrier code in the bottom text box (or use the search box to find the carrier)
  • Click OK

fc

  • A list of claims will populate in Claims History based on the criteria specified
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