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The New Claims option in the Claim Manager is used to create insurance claims in bulk. The basic parameters to see a potential new claim include:
Charges in the patient ledger do not have a claim tied to them already
The patient has active insurance coverage with an effective coverage start/end date that includes the date of service for the charges in the ledger.
Many of the elements in the New Claims Manager are also used in the Outstanding and Paid/Closed Claim Managers. We'll review these elements here.
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The Outstanding Claims manager is structured similarly to the New Claims manager. The filters work identically to the New Claims Manager Filters. The date range will instead search for the posted date of any claims without a status of Paid/Closed.
In the results section, you can select a particular claim to view what procedures, diagnosis codes, fees, and so on have been submitted. You can reprint any of these claims by checking the box in the Print column and clicking the Reprint Selected button. The claim will not appear twice on a patient's ledger - this will only print another copy of the existing claim, and will only work for paper claims.
Click the Go to Patient button to navigate to the patient's account.
Click the View In Ledger button to go to the patient's ledger and highlight the selected claim.
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