Internal video to help Tashia and Jessica with this feature: L1 meeting (2023-05-04 09:10 GMT-5) - Google Drive
Track claims will allow you to track submitted claims in the claims tracking panel.
There is a new privilege to use the claims tracking Panel. You can access it by going to Accounting > claims tracking.
Setup > 3p payers > track claims checked off. This does not allow you to allocate money to the insurer. The “To be submitted” checkbox on allocate costs screen will be automatically checked because we need to submit the claim. Customers do not HAVE to use this workflow, they can continue to do things the way they have before.
The pending claims submissions panel has all invoices and orders that have not had a claim submitted to insurance.
“clear invoice” option unchecks the to be submitted to insurance. (no longer requires a claim)
“Submit electronically” button will still be there for clinics that have the clearinghouse integration. When they click this button it will send the claim to the submitted claim tab in the claims tracking panel.
They can R-click the submitted claim and mark the claim as “denied, rejected, acknowledge etc”
This table shows you the submitted amount, the amount paid, and credit amount
Hover over the invoice icon and you can see the original invoice amount
You can R-click > patient > receive payments, request online payment, issue write off
You can R-click > 3p payer > receive payments, request online payment, issue write off
You can resubmit the claim from this screen if a claim was rejected
Receive/apply bulk payment at the bottom of the screen can be used like the enter 3rd party payer
You can view claim details (clock icon) to see who did what on the claim (like event history)
3p payer payments will appear on the patient file. Claim status will change to “paid” automatically.
Write-offs will change the claim status to “adjusted” automatically. This will also appear in the patient file
Patient file > 3p payers section will show the claim history with the same details as the claims tracking panel
Patient sales history will have a new icon when the invoice requires submission. A document with a green checkmark means the claim was submitted. The payment icon means a payment was taken. entire balance will remain on the patient.
R-click sale > view HCFA will show you the submitted claim
Once the claim is fully paid it changes the status to closed. Closed claims are removed from the submitted claims section in the claims tracking panel.
Insurer claims (Excel only) is a new report created. It shows pending claims submission and submitted claims. This report goes off of the order date.