Generating Claim Status Report

1. Navigate to Billing Reports

• Go to the left sidebar and click on Reporting > Reports > Billing.

2. Select the Report

• In the screen, locate Claim Status Report.

• Click Generate next to the report name.

3. Set Report Parameters

• The report modal will display fields including:

  • Client Status

  • Claim Submitted From

  • Claim Submitted To

  • Claim Generated From

  • Claim Generated To

  • Client

  • Staff

  • DoS Start Date

  • DoS End Date

4. Generate or Cancel

• Click Generate to create the report.

• Click Cancel to exit without generating.

• The newly generated Report will now appear in the Generating Reports list, ready for Viewing or Downloading.

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