Claims: Mark as Submitted

The following instructions are to process a claim with "Mark as Submitted." Note: The process can be completed within the Accounting module or the Patients module.

Instructions

Accounting Module

1. Access Accounting > Claims.
2. The default simple search displays claims for:
   • Location: The location the user has displayed in the system's navigation bar.
   • Submit Status: Ready to submit.
   • Submit Method: Electronic.
   • Update the simple search or access advanced search, if needed.
3. Click the checkbox beside the claim(s).
4. In the Actions dropdown menu, select Mark as Submitted.
5. In the Enter Claims Submission Date modal, update the date, if needed.
6. Click 'Save.'

Patients Module

1. Access Patients > search for and open a patient > Account.
2. Click the line item for the appropriate invoice within the grid.
3. Access Claim History tab.
4. Click the ellipsis icon within the claim line item.
5. Select Mark as Submitted.
6. In the Enter Claims Submission Date modal, update the date, if needed.
7. Click 'Save.'