Viewing the Completed Claims List

1. Navigate to Completed Claims

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

2. Use Filters to Refine Results

At the top of the page, you can filter claims using:

• Date of Service (DOS) - Start and End Date

• Search bar - Search by Client, Claim ID, or other keywords

3. Review Completed Claims Table

The table displays the following columns:

• Claim ID (clickable to open full claim details)

• DOS (Date of Service)

• Submitted Date

• Payer

• Client Code

• Billed Amount

• Allowed Amount

• Paid Amount

• Balance

• Status

4. Claim Status Types

Each claim displays a status label in the final column:

• ✅ Completed
  Claim was successfully processed and closed.

• ❌  Canceled
  Claim was canceled and is no longer active.

Tooltip includes who canceled it and the cancellation date.

5. Totals

In the top-right above the table, you'll see summary values for:

• Total Billed

• Total Allowed

• Total Paid

These values reflect the totals for all claims currently shown (based on applied filters).