Claims

Billing / Billing / Filters / Claims / Claims / Claims Manager / Files How to Access Claim Export File(s)

To view and access claim paper export file(s):

  1. Navigate to the  Billing module and select Billing
  2. Search for the billing entry
  3. Click the gear icon on the right-hand side of the billing entry
    • If the claim was just generated:
      • Select X Claims Generated (view claims) in the drop-down menu
      • The claim page will open with the claim details
      • Click X times  under the Export column
    •  If the claim was generated more than 15 minutes ago:
      • Select X Claims Exported (view files) in the drop-down menu
  4. The claim export files page will open within the  Files module, displaying the claim file(s) export(s) available for the claim
  5. Click the file to view or download under the File Name column
  6. Click the  Download File button to download the file, or Preview to review the file details