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.