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Claim Status:

New—status automatically assigned after charges have been posted to the patient but prior to generating the claim through Daily Closing or by printing the claim at the office

Pending—status automatically assigned to a Rebill claim or a claim released from “Hold” status prior to generating the claim through Daily Closing or by printing the claim at the office

Open—status automatically assigned to a claim after being generated through Daily Closing or by printing the claim at the office

Hold—status automatically assigned to a secondary claim (if set up in Practice Configuration) until payment for the primary claim is received and posted

Paid—status automatically assigned to a claim after the insurance payment has been received and posted

Part-paid—status manually applied to a “Paid” claim if an additional insurance payment is expected

Cancelled—status manually applied to an “Open” claim, usually because the claim is a duplicate or generated in error

Excluded—status manually applied to a “Hold” claim that will not be sent to the insurance company

Approved—status manually applied to an “Open” preauthorization claim

Denied—status manually applied to an “Open” preauthorization claim

 

Changing Claim Status:

  1. Open the Claim History screen
  2. Modify the filter to display the appropriate claims if necessary
  3. Locate and double click on the appropriate claim to open the Claim Detail screen
  4. Select the appropriate claim status from the drop down arrow in the Status field
  5. Save changes

Changing Claim Status for multiple claims:

  1. Open the Claim History screen
  2. Modify the filter to display the appropriate claims if necessary
  3. Multi-select claims by holding down the Control key while clicking on each claim
  4. Continuing to hold down the Control key, right click
  5. Select either Change Open Claims to… or Change Hold Claims to… depending on the status of the claims to be changed
  6. Select appropriate status to apply to the selected claims
  7. Confirm changes by clicking on the Yes button

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