Claims Management Dashboard
Claims Management Dashboard
Claims Management Dashboard Overview
Claims can be manually batched and uploaded at any time, or the Job Scheduler can be used to automate the Claims batching and upload process at a pre-set day and time.
- Close the Reference Batches with Claims that are ready to be sent.
- The Claims in a Ready for Submission/Resubmission status that are in a closed Reference Batch will be batched.
- Claims in Reference Batches that are not closed will not batch.
- The System creates either Electronic or Print batches based on the Insurance Library settings.
Claims Submission Queue Panel
The table displays the Claim Statuses with the number of encounters and the balance for each status. Use this Queue to batch your Claims manually and to work Claims that did not batch.
- Select the Claim Batch History link to view the historical details for all Claim Batches.
- The Report link opens the Encounters by Status Report.
- The Batch Claims button located on the Ready to Batch line is used to batch the Claims manually.
Claim Batches to be Sent/Printed Panel
This panel contains the list of Claim Batches that have not been sent or printed.
- Claim Batch Number
- Number of Claims in the batch
- Type of Claim
- HCFA: Paper
- UB04: Paper
- Electronic
- Electronic/Institutional
- Date and Time the batch was created
- Current Status: Created
- User: Person who created the batch or JobExecutor if created by a scheduled Job.
Learn More: Manually Batch and Upload Claims; Print Batched Paper Claims; Claim Batch Dashboard
Encounters by Status Panel
This panel shows Claim Statuses:
- Payer Rejected
- Clearinghouse Rejected
- Local Edit Errors
- Incomplete
- Ready for Submission
- Ready for Resubmission
- On Hold
- Incomplete Charges, etc
Use the Filters to narrow your search and to include Hidden Statuses.
- Select the number links in the Primary/Secondary/Tertiary/Patient columns to view & manage the list of Encounters that are included in that number.
- Select the number links in the Total column to display all Encounters in that Status, for all levels of Responsibility.
- All links take you to the Encounter by Status list view.
- Use the Filters to manage all the other Claim Statuses without going back to the Claim Management Dashboard page.
Tagged Encounters Panel
Encounters can be Tagged to keep the Claims from being transmitted until the problem is resolved.
- Tag
- Tag Description
- Tag Attributes
- Aging Days
- Number of Encounters with each specific Tag
Claims Panel
- Claims Batches Today
- Claims Batches This Week
Select the Plus icon to the left of Claims to see the Claim Batch Details.
Learn More
Charge/Claim FAQs
Related Articles
Claim Submission Queue
Claim Submission Queue Clearinghouse Schedule for sending Claims to the Payers On most mornings, Claims that are Clearinghouse Accepted are batched and forwarded to the Payers at 10:00 AM. (This is not a guaranteed submission time.) If Claims batches ...Tags Overview
The goal of Tags is to replace the need for Encounter Custom Claim Statuses which will give better access and functionality when working Charges. One of the key advantages of using Tags is that multiple tags can be attached to an Encounter. Access to ...Manually Batch and Upload Electronic Claims
Manually Batch Claims Go to the Claims Management Dashboard by selecting Claims on the Left Side Menu. Ready to Batch In the Claim Submission Queue panel, select the Batch Claims button. To view the Individual Claims, select the number in the ...Claim FAQs
Claims Stuck Why are Claims stuck in the status of Ready for Submission? Claims are stuck in Ready for Submission Examples: The most common reason is that the Reference Batch is not closed. It will be listed in the Claims Submission Queue as Open ...Claim Batch History
The Claim Batch History screen shows a list of all Claim Batches that have been created. Select Claims on the Left Side Menu. In the Claim Submission Queue panel, select the Claim Batch History link. Claim Batch History 1-2 Filter Criteria: Use the ...