Managing Incomplete Claims

Claims may be marked as incomplete for multiple reasons. Incomplete claims will not be sent to the clearinghouse or the payer. 

Follow the steps below to identify why a claim is incomplete:

  1. Select Claim > Claim.

  2. Use the Search field to search for your claim. 

    Place a check in the “Show exact matches only” box to search for exact matches or “Show unpaid claims only” to show claims that may need follow-up.

  1. Open the claim.

  2. Hover your mouse over the  icon.

  3. A window will open providing you with additional information as to why the claim is incomplete. 

  4. Make edits to your claim accordingly.

     If the patient's record is incomplete and you're unsure why, please open the patient's record and follow the same steps as above.

  5. Once all required fields are complete the claim will automatically be marked as Completed .

  6. Click Save.


Quick Tip: How to find Incomplete Claims

Follow the steps below to find all of your incomplete claims using the report viewer.

  1. Select Reports > Viewer

  2. Search for the Incomplete Claims Report and click to open it.

  3. Select the date range and any applicable filters

  4. Click Run Report.