Execute actions on many claims simultaneously.

Can I Manage several claims at a time?

Each claim item record, by default, is selected with a checkmark on the left. The blue Bulk Action Buttons are positioned above the claim items.
Clicking the “EDIT” button will place all selected claims in a queue, and the queue will present the User with the selected claims items for editing in succession.

Execute actions on many claims simultaneously.

MARK AS UNSUBMITTED will change the status of Submitted claims to Unsubmitted with a single click. The User can then resubmit the claims.

RE-BILL will allow the User to clone previously entered claims with a new service date. For example, a group of patients with a recurring treatment can be billed with a single click.

MARK AS PAID will change the current claim status to Paid [By User]. For example, rejected claims with code 35 can be marked paid with a single click.

CLOSE will change the status of the current claims to Closed. For example, partially paid claims can be closed to show a loss/write-off.

SUBMIT will submit selected claims in the Unsubmitted status (not shown).

*Originally published May 26, 2020

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