Sending claims

You can send claims that were created previously but not submitted to third parties.

To send claims

How to get there

On the Home menu, under Third-Parties, click (or tap) Unsent Claims.
The Unsent Claims page opens.

How to get there

Use the Patient Search box to access a patient's record.
Notes:
- If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
- You can include inactive patients in the search results by setting the Include inactive patients switch to On.
On the Patient menu, under Third-Party, click (or tap) Third-Party Claims.
The patient's Third-Party Claims page opens.

How to get there

Use the Patient Search box to access a patient's record.
Notes:
- If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
- You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
- On the Patient menu, under General, click (or tap) Overview. The patient's Overview page opens. Click (or tap) the Ledger box.
- On the Patient menu, under Financial, click (or tap) Ledger.
The patient's Ledger page opens.

Do one of the following:

For one or more patients
1. On the Unsent Claims page, select the check box of the claims that are ready to be sent. Claims displayed in the colour green have a Ready status (all required information is present on the claim).
  Important: Fix the problems for claims with a yellow Warning status (information is missing from the claim but might not be required) and/or a red Needs Attention status (required information is missing from the claim) before attempting to submit the corresponding claims. To view and edit claim details, click (or tap) a claim.
2. Click (or tap) Send Selected Claims.
For a specific patient
1. Do one of the following:
  - On a patient's Insurance Claims page, click (or tap) a claim with a status of Unsent.
  - On a patient's Ledger page, click (or tap) a claim with a status of Unsent.
  The Claim Detail dialogue box appears.
2. Click (or tap) Move to Sent.