How do claims display within the Claims screen of the Accounting module?

The Claims screen of the Accounting module has filter defaults setup. As you access the Claims screen, your practice location, Ready to submit, and Electronic display in the filter fields. Thus, the claims that match these default parameters display in the grid. See Example To change the claims listed in the grid, adjust the filter fields by editing your selections in the dropdown menus. Additional filter fields are available in Advanced Search.

• Insurance invoices must be created, authorized, and a Submit method selected to display on the Claims screen.
• Submit Method:
• Insurance companies' submission method is setup within the Admin module. 
  1. 1. Access Admin > Vendors/Partners > Insurance Companies > open the insurance company > Claim Information section.
     2. In the Claim Submission field, select the appropriate choice.
        • None: No claim is created. Thus, no claim data populates and nothing displays in the Claims screen.
        • Electronic: Claims can be sent to a clearinghouse.
        • Fax, Mail, and Print: Claims can be printed and/or manually entered in the payer's website.
     3. Click 'Save & Close.'
     4. Log out and log in to see the changes associated to the setting.