Follow the steps below to quickly open any related records to this claim.
Select Claim > Follow Up Management.
Enter your Search Criteria or Load a Search Filter.
Click on a line item to open up a specific claim.
Click the button found at the top of the page.
Open Claim: Opens the claim record
Open Patient: Opens the patient the claim was sent for.
Open Payer: Opens the payer this claim was sent to.
Open Provider: Open’s the provider that billed this claim
Click Save. Otherwise, click the Close button.
Reduce the amount of clicks when saving by using the Save button’s drop-down arrow to update this claim and move onto another record or return back to your search results.