Claim Worklist View

The Claim Worklist window provides a quick way to follow-up on unpaid claims. Open claims can be filtered based on defined criteria.

You can follow up on unpaid claims.
  1. Lauch the Claim Worklist window by navigating to Utilitie>Claim Worklist.
    The Claim Worklistwindow displays the unpaid claims.
  2. To select a claim date range, click the calendar icon, select the date, and click Go.
  3. In the Select View list, select the claims that you want to display.
    Note: To sort the columns in the ascending or descending order, click the column header.
  4. To filter the list click the Filter icon on the column header and enter the filter criteria.
    Note: You can export the list of claims to a Microsoft Excel spreadsheet by clicking the Excel icon next to the Clear Filters button.
  5. To access the Patient ID window click the Patient ID link.
    A llink is provided to return to the Claim Worklist window.
  6. To access the dental insurance claim details window, click the Claim ID link.
  7. To view the claim details, double-click the claim.
    The work status and the follow-up date details are displayed in the Claim History section.
    Note: You can add notes to a claim using the Add Notes button in the Claim History section. A text box appears where you can add a note.
  8. Click Save.
    Note:
    • To change the work status, click the list, enter the follow-up date, and click Save.
    • To close the claim, click the Close Claim button.
    Closed claims are removed from the list but can be viewed on the Recently Worked tab.