Open Related Records

Follow the steps below to quickly open any related records to this claim.

1. Select Claim > Follow Up Management.

2. Enter your Search Criteria or Load a Search Filter.

3. Click on a line item to open up a specific claim.

4. Click the button found at the top of the page.

   1. Open Claim: Opens the claim record

   2. Open Patient: Opens the patient the claim was sent for.

   3. Open Payer: Opens the payer this claim was sent to.

   4. Open Provider: Open’s the provider that billed this claim

5. 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.