View Claim Activity

Follow the steps to pull an activity listing for a patient’s claim.

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.

3. Open the claim.

4. Click  and select one of the following options:

   1. For This Claim Only: Select this option to view activity history for the patient and will include only the claim you currently have open under the claim activity listing.

   2. For All Claims: Select this option to view the activity history for the patient and will include all claims created for the patient you currently have open. 

5. An Activity record will open in a new window.

   Reference our Activity Help Article to learn more about the activity record.