Viewing Claim Details in Completed Claims

1. Navigate to Completed Claims

• Go to the left sidebar and click on Billing > Completed Claims.

2. Open Claim Details

• Click on a Claim ID link in the Completed Claims list.

• This will open the full Claim Details page.

3. Claim Details Page Sections

• Staff, Client, and Payer info

• DOS range

• Created and Submitted dates

• Status (Paid / Completed / Closed)

• Billed, Allowed, Paid, and Balance amounts

• Access to the 1500 Form (Download link)

4. Billing Entries

• A detailed breakdown of billing entries with DOS, CPT, Units, Billed, Allowed, Paid, and Balance.