Claim Data holds all information related to claims within a customer's account.
| Name | Description |
| Claim ID | Displays the unique identifier of a particular claim. |
| Facility ID | Displays the unique identifier of the facility associated with a claim. If no facility is associated with the claim, this field will display 0. |
| Office ID | Displays the unique identifier of the office location associated with the claim. If no office location is associated with the claim, this field will display 0. |
| Patient ID | Displays the account number of the patient associated with a claim. |
| Practice ID | Displays the unique identifier of the practice associated with a claim |
| Referring Provider ID | Displays the unique identifier of the referring provider associated with a claim. |
| Rendering Provider ID | Displays the unique identifier of the rendering provider associated with a claim. |
| Created by Interface? | Displays "Yes" if the claim was created by an interface. This can be useful as a filter to only show claims that are created by an interface. |
| Current Payer Priority | Displays the priority of the current payer on the claim. This means:
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| Delete User | Displays the username of the user that deleted the claim. |
| Deleted? | Displays "Yes" if the claim has been marked as deleted. Displays "No" otherwise. It's best practice to use this as a static filter set to "No" to ensure deleted claims are not displayed on reports. |
| Has Estimate? | Displays "Yes" if there is an Estimate in the system that is associated with the claim. Displays "No" otherwise.
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| Has Facility? | Displays "Yes" if the claim has a Facility associated with it. Displays "No" otherwise. This can be useful as a filter to only show claims that are associated with a Facility. |
| Has Followup? | Displays "Yes" if the claim has a Follow-up associated with it. Displays "No" otherwise. This can be useful as a filter to only show claims that are associated with follow ups. |
| Has Insurance Payment? | Displays "Yes" if the claim has an insurance payment associated with it. Displays "No" otherwise. This can be useful as a filter to only show claims that are associated with insurance payments. |
| Has Patient Payment? | Displays "Yes" if the claim has a patient payment associated with it. Displays "No" otherwise. This can be useful as a filter to only show claims that are associated with patient payments. |
| Has Payment? | Displays "Yes" if the claim has a payment associated with it. Displays "No" otherwise. This can be useful as a filter to only show claims that are associated with any payments. |
| Has Referring? | Displays "Yes" if the claim has a Referring Provider associated with it. Displays "No" otherwise. This can be useful as a filter to only show claims that are associated with a Referring Provider. |
| ICD List | Displays a list of all the claim's ICD codes, one after another. |
| Incomplete? | Displays "Yes" if the claim "Incomplete" option is selected on the claim. Displays "No" otherwise. |
| Last Public Claim Follow-Up Note | Displays the most recent follow-up note associated with a claim (as long as the note is not restricted to being visible by only certain users). |
| Last Public Claim Follow-Up Note Create User | Displays the user that created the most recent follow-up note associated with a claim (as long as the note is not restricted to being visible by only certain users). |
| Reference # | Displays the data entered in the Reference # field on the claim, if applicable. |
| Type | Displays this claim's type, which can be one of the following:
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| Username | Displays the username of the user that last created/altered the claim. |
| Date Entered | Displays the date that this claim was entered into the application. |
| Delete Date | Displays the date the this claim was deleted. |
| Followup Date | Displays the Followup Date of the claim. |
| From Date | Displays the From Date of the claim. |
| Set to Status Due | Displays the date that this claim's status was last updated. |
| To Date | Displays the To Date of the claim. |
| Amount Paid | Displays the total amount that has been paid on this claim. |
| Balance | Displays the total amount of this claim that is still outstanding. |
| Copay Applied | Displays the how much of the copay has been applied to this claim. |
| Copay Due | Displays the total copay due amount for this claim. |
| Copay Remaining | Displays the remaining copay amount for this claim. |
| Total Amount | Displays the original total amount of charges on the claim. |