Keeping up-to-date with your Claims' Statuses is important, so let's dive into where you can find this information! 🙌

✨Note:✨ You can CLICK HERE to review the process of Creating and Submitting Claims!

There are two places to see Claims Statuses. You will either want to head over to the Patient Profile > Financials Tab and scroll down to Claims for specific patients OR go to Reports > Insurance Reports > Insurance Claims to view all of your Claims. One thing to note is that the filters at the top of your Reports page will default to Ready for Submission as a proactive way to see which Claims still need to be submitted:

To view the status of all Claims, simply click the X on the filter, which will allow you to see all statuses regarding your Claims:

To view the most recently created Claims, you will want to select the Date Generated column twice so that your filters will look like this:

A couple more key actions you can do is Export this list into a CSV file under the Bulk Actions Dropdown and Submit multiple Claims by selecting them on the left if their status is Ready for Submission and then clicking the Submit Selected Electronic Claims button!

And just like that, you can now set your personal Status as Good to Go! 😉