Topics Unprocessed Claims Search:  
Unprocessed Claims are the claims whose status is not yet marked as 'Billed'. The columns displayed on Unprocessed screen are based on the default layout code (BILDEFUNPR).The layout codes are defined under Reports → Billing →By Claims Radio Button.

Filter icon: Clicking on this icon invokes 'Unprocessed Claims Filter' popup. User needs to enter or select appropriate values in all required fields to generate the desired list. After the filter is applied the ‘Filter’ icon turns green in color.

Sort: Sort helps in arranging data in a particular format. Clicking on Sort icon invokes a Sort Criteria popup, displaying three Sort By condition fields. It displays fields as per the layout selected from the Select Layout drop down.

Icons on Unprocessed screen

Patient Details : Clicking on this icon invokes the ‘Patient Registration’ screen, displaying Patient details.
Patient Insurance : Clicking on this icon invokes the ‘Patient Insurance’ Screen, so that users can navigate to Patient’s Insurance details.
Claim Details : Clicking on this icon invokes the ‘Claims’ Screen, displaying the Claim level details of the Patient.
Claim Ledger : Claim ledger icon lists all other transactions posted against the Claims. The details displayed are Transaction date, Document #, Transaction source, Billed Amt, Paid Amount, Adjustments, Copay applied, Denial reasons etc.
Claim Letter : Clicking this icon invokes Claims Letter pop up. The Doctor/Biller often uses this icon to send assessment and Plans to the Referring Doctor. Likewise, they also send letters to Patients and Insurance Companies.  
Claim Notes : This icon is used to write notes about the Claim for internal documentation purposes. When a note is added and saved, the icon is shown with a green tick mark https://lh5.googleusercontent.com/6Z2p41wavuygpTLBAc3-xeL7UzmMaUbZFrx0qad6YBex51LW35v9M61VS2qr85hWcMIQxVz8LXUSaOl_lwG4__1KM-ZDWOJfnt8j7-c_q5QjMLwJj3g7aifKy2MfvzcCC8v5r2wxlx8AIlwQZw. All the notes mentioned here are time stamped i.e. once saved they cannot be edited.
Patient Billing Notes : Clicking this icon invokes a pop-up to add Patient Billing Notes. When Patient Billing Notes is added and saved the dollar sign turns red https://lh6.googleusercontent.com/m-rj-5VfPKDY2Dl9FsU-X_Yuaw6c24D23kgtKdwcgK0ygkuHNl4YJpDcG6AkkhGRpZg1kXcXlgjP9FU-jD9qQ5vBSCC3jaP89Mos6rolbGAFIBClre33F_10vN5rhlfqqlQSzUzfLFWhMcwTRw in color.
AR Calling : Clicking on this icon invokes ‘AR Calling' template which displays the details of the Claims selected on Unprocessed Claims screen. The details displayed are 'Patient Details', 'Claim', 'Primary Insurance' and 'Secondary Insurance'. User can print 'AR Calling' details for referring it later or even for tracking purpose with Insurance Companies using 'Print' button .

Note: AR Calling Template can be configured from Settings→Configurations→ Output Templates→ Billing→Click on AR_Calling, Standard AR Calling Template is invoked. User can configure the template as per requirement by making changes in the template.            

Assign To : This column displays the name of the person to whom one or more claims have been assigned.
Patient Account : Clicking this icon invokes the Patient Account screen.
Encounter Details : On clicking the Stethoscope icon, user is navigated to Patient’s Encounter screen for the respective Claim.                   


Columns on Unprocessed Claims screen

Claim Id: All the Claims along with the respective Claim Ids are listed here.

DOS From Date: It is Date of Service on which service was rendered to the patient. This is same as the Encounter Date and Date of Service.

Creation Date: This column displays the Claim Creation Date.

Patient Name: This column displays the name of the Patient.
Rendering Provider: This column displays the name of the Rendering Doctor associated to the Claim.   

Pri Insurance: This column displays the name of the Primary Insurance associated to Claim.

Loc Code: This column displays the Location Code mentioned on Claims→Edit screen.
BU Code: This column displays the name of Business Unit code mentioned on Claims Edit screen.
Claim Reopen: This column displays the Claim's Reopened Status with ‘Yes’ or ‘No’.

Claim Status: This column displays the Status of the Claim. The Claims Status can be ‘Entered’, ‘Ready to Send’ with Reopened ‘Yes’, ‘Ready to Send’ with Reopened ‘No’ or ‘OnHold’.
Billed $: This column displays the Total Billed amount of the Claim.

Note:

  • Hide Icon is removed.

Buttons on Unprocessed screen

print : Clicking this button prints Unprocessed Claim report of all the pages.  

excel : Clicking this button exports the layout data in Excel (Xls) format.

Total Claims: This displays the Total Count of Claims on the screen.

Total Billed $: This displays the Total Billed Amount of Claims on the screen.