Knowing which Reports to use when handling Insurance Claims can greatly increase productivity!
To access the Insurance Reports, head to the Reports Tab at the top of Clerk and locate the Insurance Reports at the bottom of the page:
✨Note:✨ If you do not see the Reports Tab at the top, you will need to adjust your User Settings, which you may CLICK HERE for further instructions on how to do this.
Here, you will find three Reports: Insurance Claims, Claim Responses, and Denial By Line Item. Let's break these Reports down!
Insurance Claims Report
The Insurance Claims Report will give you the list of every Claim created in Clerk. It will default filter to Claims that have a status of Ready for Submission Filter:
Removing the Status Filter will show all Claims in any Status. You can further filter your Claims in the Filters dropdown to view Claims by things like Insurance Company and Submitted Age. Or, filter by claims with a status of New so that you can review those claims and get them submitted!
Claim Responses Report
The Claim Responses Report will show you how Insurance Companies have handled the Claim by showing you the ERA (which you my CLICK HERE to learn more about ERAs in Clerk), the amount the Claim submitted to Insurance, if there was a disputed amount, if the Invoice was paid, and the original Invoice balance.
This Report will also allow you to duplicate the Claim if you need to Resubmit it to Insurance:
The Icon next to the Duplicate Claim Icon will allow you to see Related Claims to the Claim you are viewing.
Denial By Line Item Report
The Denial By Line Item Report will give you insight into what the Insurance Company did not pay on the Claim by showing you the CPT Code associated to the Line Item and how much was disputed:
