Review Claim Batches

Review Claim Batches


You can review all of the claims you have generated by going to Billing > Review Claim Batches. In order for claims to appear on the list, you must check the Mark claims as billed box when you generate your claims.



This list is an expandable tree, much like Window Explorer. To expand a level, click on the plus. The plus becomes a minus when the level expands. If there is nothing to expand, the plus and minus disappear. Click on the minus sign to contract that branch. You can also use the gray + and – keys on your keyboard's number pad to expand and contract respectively. You can expand all levels at once by pressing the Expand All button shown on the left.


Tree lists work differently than other lists in that they have to read all records in the level being expanded. Other lists only read the number of records shown on the page. Because of this difference, expanding all levels can take several seconds. Similarly, you can contract all levels at once by pressing the Contract All button shown on the left.


You cannot directly add records to the list of claims or edit them. You can, however, delete records in case you printed a test batch but didn't submit them and don't want the test to appear here.


The first level represents the batch itself. Every time you generate claims, either a single patient claim or a batch of claims, a batch is created.


The second level represents the patient whose services appeared on a claim. The patient's ID is shown in parentheses to the right of the patient's name.


The third level is the patient's insurance that was billed. If the patient has multiple insurance and they were all billed, you will see a third level record for each insurance.


The fourth and final level is the service that was included on the claim.


Viewing Claims for One Patient

A similar screen is available to view the claims for the current patient. Look for the Claims button on the Insurance tab of the patient list.