The Claims Module is presented by a plus sign icon, and is where claims for various insurance companies with exact preferences for each payer are set up. Through this module, the user can review timesheets and bulk merge claims for submission.

Claims Claims not Combining

Claims will not combine if line items have different service codes, dates, or locations. In an authorization, the “Use Service Location” toggle overrides the default address that is set up in Claim Settings. Therefore, claims will not combine if an address is not the same, or if a service code does not have an address set in the appointment details.

To turn the “Use Service Location” toggle on/off:

  1. In an authorization, navigate to the “Authorizations” tab
  2. Hover over each of the grouped service codes and click the pencil icon on the right-hand side.
  3. In the “General” tab, select the Use Service Location  toggle if all of the service codes in the authorization need it turned on.
    • Or, turn the toggle off if all of the service codes need the toggle off.
  4. Once the service location is the same for all codes, the claims will be combined when they are generated.

Click here to learn how to bulk merge claims.

Click here to learn how to manually combine service lines on a claim.

Click here to learn how to automatically combine service lines on a claim.

Claims Deleting a Claim and Invoicing a Payor

If you filed a claim, but want to invoice a payor instead, void that claim and generate an invoice.

To delete a claim and generate an invoice:

  1. Navigate to the  Claims module and select Claims Manager
  2. Select the claims entry you want to void and click  Trash Selected
  3. Generate the invoices, by navigating to the Billing module and selecting Billing
  4. Filter by the custom date range and client
  5. Check all of the entries you want to invoice for
  6. Click the Actions drop-down and select Bulk-generate Invoices
  7. Choose the invoice you want to generate

Click here to learn more about creating an invoice.

Claims Printing Claims

To print a claim:

  1. Navigate to the  Claims module and select Claims Manager
  2. Check off the claims you want to print
  3. Click the Actions drop-down and select export/download

Claims / Tasks Create a New Task from the Claims Module

To help you keep track of action items and work pending to be completed, pertaining to claims, such as following up on a claim status to confirm it has been successfully processed by a defined due date, create tasks for claims directly from the  Claims module. Tasks created from the  Claims module include links to easily access the claims the tasks were created for.

To create a task from the Claims module:

  1. Navigate to the  Claims module and select Claims Manager
  2. Click the checkbox  next to all claims you want to create a task for
  3. Click the Actions drop-down and select Add Tasks
  4. In the “Create task related to X claims” pop-up, complete the form with the following information:
    • Name: name of the task
    • Description: a detailed description of the task
      • Click here if you are creating a task using a Task Template
    • When is it due?: enter the task due date
      • Assigning a due date will enable you to filter tasks in the tasks screen and in the  Tasks module main menu, by Due Today and Overdue
    • Who is responsible?: click the drop-down to select one of the following:
      • Me: if the task is an assignment for yourself
      • Let me choose someone…: to assign the task to someone else
        • Find Person/Group: enter the name of the person, group, or label the task should be assigned to
      • Leave unassigned: if the task should not be assigned to anybody. Use this option to create a queue of tasks that can be worked on and completed by other users in the organization
    • Is this task on behalf of a person?: select one of the following:
      • Yes: if the task is being created on behalf of another person
        • On behalf of: enter the name of the person the task is created for
      • No: if the task is not created on behalf of another person
    • Add Labels: enter labels, which allow you to easily filter and organize your tasks
    • Attachments: click Upload, Select Files, or drag the file to the Drop files here to upload to attach relevant documents to the task
  5. Click Create Task

6. When accessing the task, the list of claims the task was created for will be displayed on the bottom right-hand side of the task, with links to open and access each claim