Claim History

QSIDental Web keeps track of a claim's event history, which includes various claim details, its creation date and changes in status. Information received by EDI Clearinghouse is also pushed into the claim history through an automated process. You can access this claim history from the ledger.

View Claim History

You can access claim history from the Ledger window. Claim history tracks the claim's events, claim details, created date, and status changes.

  1. Access the Ledger window from the Transaction menu on the toolbar.
  2. Click the date link of a claim.
    The Dental Insurance Claim window opens.
    Note: You can click on the Claim History link in the Description field to directly access the Claim History window.
  3. Click Claim History.
    The Claim History window opens.
  4. Do the following.
    1. To view details regarding an event in the claim history, click any row.
      The Message field at the bottom of the window displays the event's details.
    2. To edit an event manually added using the Add Notes button, click its history ID.
    3. You can edit the event in the Message field and click Save.
      After a claim is sent, you can submit a request for claim status if the payer supports e-claims and has enabled the Claim Status Check functionality. See Request Claim Status for more information.

Add Custom Notes to the Claim History

To add notes to the claim history:

  1. Open a claim's history by taking the steps in the View Claim History topic.
  2. Click Add Notes.
    A Message field displays.
  3. Type a note in the Message field.
  4. Click Save.
    The note is added to the claim history.

Request for Claim Status

If a payer supports e-claims and has enabled the Claim Status Check functionality, Once a claim is sent, you can submit a request for claim status from the Claim History window.

  1. On the Ledger window, open a claim by clicking the claim date link.
    Note: The Claim History link in the Description field provides direct access to the Claim History window.
    The Primary Dental Insurance Claim window opens displaying the selected claim.
  2. Click Claim History.
    The Claim History window opens.
  3. Click Send Status Request.
    An entry is added to the claim history to indicate a claim status request was sent (type 276), and an entry indicates the received claim status from EDI Clearinghouse (type 277).
  4. Click Claim Status.
    Claim History window opens to view the status details in the Message field.