Viewing Pending Claim Details

To view the details of a specific claim:

1. Navigate to Billing > Pending Claims

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

2. Select a Claim

• Click on the desired claim from the list to open its details.

3. View Claim Details

• The Details tab will be selected by default. Here, you can view the key details of the claim, including:

  • Staff: The staff member associated with the claim

  • Client: The client associated with the claim

  • Payer: The Payer for the claim

  • Status: Current status of the claim (e.g., Pending)

  • DOS: The date range for the services included in the claim

  • Created & Submitted Date

  • Billed Amount, Allowed Amount, Paid Amount, Balance: Financial details

  • 1500 Form Download: Download the form for review or submission

4. Billing Entries

• Below the claim details, you will see the Billing Entries section. This section provides a breakdown of each service within the claim, including:

  • ID: Bill Id

  • DOS: The specific dates for each service

  • CPT Code, Total Units: Details about the service provided

  • Billed Amount, Allowed Amount, Client Total, Paid Amount, Balance: Financial breakdown for each entry

5. Additional Claim Actions

From the claim details view, you can also manage the claim using the available action buttons:

• Edit Claim: Click the pencil icon in the top-right corner to update claim details

• Delete Claim: Click the trash icon to permanently remove the claim and all associated billing information (confirmation required)

• Refresh Claim: Click the refresh icon to reload the claim with the most up-to-date appointment and billing data

These actions help you manage and keep your claims accurate before moving forward with submission.