Viewing the Claim Payments List

1. Navigate to Claim Payments

• Go to Billing > Claim Payments in the left sidebar to access all payment records.

2. Use Filters and Search

You can filter payment records using:

• Payer

• Status (Open, Applied, Voided, etc.)

• Payment Date

• Verified Only toggle

• Search (by Remittance or Claim ID)

At the top right, you'll see:

• Total Payment

• Total Applied

• Total Open

3. View Claim Payments Table

The claim payment list displays key information in a table, including:

• Display ID

• Payer

• Payment Date

• Bank

• Payment Method

• Reference #

• Total Paid

• Applied Amount

• Open Amount

• Status

• Actions (via More icon ...)

4. Status and Available Actions

Each payment’s status is shown in color-coded tags:

• 🟡Open – Payment is created but not fully applied.

• 🟢Applied – Payment has been fully distributed to claims.

• 🔴Voided – Payment has been voided and removed from all applied claims.

Click the More icon (…) at the end of each row to access available actions:

• If the status is Open:

  • ✅Edit payment details

  • ✅Verify the payment

• If the status is Applied:

  • ❌Cannot edit

  • ✅Verify only

• If the status is Voided:

  • ✅Edit payment details

  • ✅Verify the payment