Viewing the Submitted Claims List
1. Navigate to Submitted Claims:
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Go to the left sidebar and click on Billing > Claims > Submitted Claims.
2. Use Filters to Refine the View
At the top of the page, use the filters to narrow down results:
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Layer
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Client
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Submission Status (All, Pending, Rejected, Accepted, Has Appeals)
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Date of Service (DOS) — Start and End Date
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Search bar — Find by Batch ID, Claim ID, or Client name
You'll also see tabs to filter claims by aging range:
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0–30 days, 31–60 days, 61+ days
Above the table, summary totals are shown:
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Total Allowed Amt
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Total Paid Amt
3. View Submitted Claims Table
The table includes the following columns:
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Claim ID (clickable to view claim details)
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DOS (Date of Service)
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Submitted Date
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Payer
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Client Code (linked)
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Billed AMT
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Allowed AMT
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Paid AMT
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Aging (in days)
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Submission Status
Statuses include:-
Pending
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Rejected (with rejection reason)
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Accepted
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4. Marking a Claim as Under Appeal
You can now mark claims as being under appeal directly from the Submitted Claims list.
Where to Find It:
In the Claim ID column, you'll see a flag icon beside each claim.
Flag Icon Actions:
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Gray Flag – Not under appeal
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Hover to see: "Mark this claim as under appeal"
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Click it to activate appeal mode for that claim.
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Red Flag – Currently under appeal
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Hover to see: "This claim is under appeal"
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This is a visual indicator only (no additional click action required).
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5. Actions on Selected Claims
When you select one or more claims using the checkboxes, a dark action bar will appear at the bottom of the screen.
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Clear Selection
Deselects all currently selected claims. -
Resubmit
Allows you to resubmit the selected claims if applicable. -
Update Status
Opens a modal where you can bulk update the Submission Status of the selected claims to:-
✅ Accepted
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🟡 Pending
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❌ Rejected
(If you choose Rejected, a reason may be required in a follow-up step depending on configuration.)
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❌ X icon
Closes the action bar without taking any action.
