eClaims - Move To Popup Menu

Owned by Dylan Nigh
Last updated: Sept 15, 2023
1 min read

The Move To pop-up menu is only usable when one or more claims are selected within the current bin. This allows the user to manually move claims to a different bin.

To use the Move To menu, select one or more claims within the bin that is currently selected. Click on the Move To pop-up. The title of the currently viewed bin will show a checkmark next to it. Select any of the other bin titles. This will bring up a confirmation prompt. 

 

 

Once the Move button is pressed on the prompt, all selected claims will move to the bin that the user selected in the Move To menu.

Users need to note that manually moving a claim from Ready to Sent does NOT generate a .CLM file or send the claim. This only moves the claim within MacPractice itself.