Submitting Pending Claims
You can submit a pending claim in two ways: from the Claim Details page or directly from the Pending Claims list.
Option 1: Submit from the Claim Details Page
1. Navigate to Pending Claims
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Go to the left sidebar and click on Billing > Claims > Pending Claims.
2. Select the Claim
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Locate the claim you wish to submit and click on it to open its details.
3. Review Claim Details
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Inside the Claim Details screen, review all information such as billing entries, units, and amounts.
4. Submit the Claim
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Click on the Submit Claim button at the top-right corner.
5. Select Submission Method
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Choose Office Ally (Automatic) or Manual.
6. Confirm Submission
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A modal will appear for confirmation. Click Submit to proceed.
Option 2: Submit from the Pending Claims List
1. Navigate to Pending Claims
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Go to the left sidebar and click on Billing > Claims > Pending Claims.
2. Select One or More Claims
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Use the checkboxes on the left side of the list to select one or multiple claims.
3. Use the Action Bar
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Once selected, a bar will appear at the bottom of the screen with available actions.
4. Preview Claims
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Click Preview to view the 1500 Form for the selected claim(s) before submitting.
5. Submit Selected Claims
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Click Submit to proceed with submission for all selected claims.
6. After Submission
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Submitted claims will automatically move to the Submitted Claims section.
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You can track payment updates from the Claim Payments section.
