Claim History

Claim History

Claim/Encounter History

On the Claim Status History screen, you can see Claim status progression from the beginning to the end. The oldest date defaults to the bottom of the list but can be resorted by clicking on the column title.
  1. On the Encounter Dashboard in the Policy Breakdown panel, choose Claim History .

  • Use the Filter Criteria to Search for Responsible Party, Insurance, Policy Number, Claim Status, and User.
  • Timely Filing: Option to print proof of Timely Filing to send with a paper claim.
  • Use the Add to Worklist button to send this to an Encounter Worklist.
  • Select ANSI Submission History to view the Electronic Claim that was received by the Clearinghouse and the Electronic Claim that was sent to the Payer.
  • The Most Recent Claim Batch number is notated with an interactive link to the Claims Batch.

ANSI Submission History

The ANSI Submission History shows the electronic format of the Claim.
If the Claim has been submitted more than once, there will be a tab for each submission.

Example of an ANSI Submission History

  1. First Tab: Secondary claim was sent on October 12.
  2. Second Tab: Primary claim was sent on August 25.
  3. Left Side: Electronic Claim Received by the Clearinghouse for the Secondary.
  4. Right Side: Electronic Claim that was sent to the Payer for the Secondary.
  5. Processing Information is located at the bottom of the screen.
  6. Message Information is located at the bottom of the screen. It contains Clearinghouse Rejection information.





    • Related Articles

    • Customize the Encounter by Status Panel (Claim Status)

      The Encounter by Status Panel can be customized by moving and/or adding Claim Statuses. Change the Order of the Claim Statuses On the Libraries screen, select the Claim Status button. Change the order the Statuses appear in the Encounters by Status ...
    • Resubmit a Claim

      Resubmit a Claim From the Encounter Dashboard, select the Change Status button. Choose Ready For Submission/Resubmission on the Payer that you are resubmitting the Claim. Add a Note if applicable. Save [F2]. Resubmit Multiple Claims in One Step Go to ...
    • Encounters by Status Panel Overview

      Encounters by Status Access the Encounters by Status panel on the Claims screen or the Home Dashboard if pinned. This panel is used for short-term Claims management. The Filters can be used to search for a specific Insurance, Facility, and Billing ...
    • Policy Breakdown Panel: Encounter

      Policy Breakdown Panel Links (Encounter Specific) User Permissions to have the ability to add/modify insurance policies Insurance Management: Add a new Insurance Profile or make a change to an existing Insurance Profile. Claim History: View Claim ...
    • Send Replacement/Corrected Claim/Delayed Reason/Void

      Corrected/Replacement Claims Designation of Corrected Claim and Delayed Reason Code can be sent on an ANSI (Electronic Claim). If you have not received a denial on an ERA Remit or on a Paper EOB, do not use Replacement. Reach out to the Payer for ...