Viewing Pending Claim List

To view and manage your pending claims:

1. Navigate to Pending Claims

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

2. Understand the Pending Claims List

• The Pending Claims section shows a temporary list of claims that are awaiting submission or processing.

• The top right corner now shows a Total Pending Amount calculated across all visible rows.

Each row shows the following:

• Claim ID

• Date of Service (DOS)

• Payer

• Client Code

• Billed Amount

3. Expand to View Billing Entries

• Click the arrow on the right to expand a claim row.

• You'll see a breakdown of billing entries associated with that claim, including:

  • Entry ID

  • Date of Service

  • CPT Code

  • Units

  • Billed and Allowed Amounts

  • Client Total, Paid, and Balance

4. Refresh Claim Data

• Click the refresh icon next to a Claim ID to update the claim with the most recent billing information.

• A confirmation modal will appear.

5. Delete a Pending Claim

• Click the red trash icon under the Action column to delete a pending claim.

• A confirmation modal will appear. Deleted claims and their related billing data cannot be recovered.