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.

  1. Open the claim.

  2. Click the Activity button 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. 

      If reviewing results for a new claim that hasn’t been saved, the system will return data related to the Active Patient’s debits, credits, statements, payments, insurance payments, and activity summary.

  1. An Activity window will open in a new window. 

  2. Click the View Options button.

    1. Order Claims by Newest to Oldest or Oldest to Newest.

    2. Check the Show Entered Date to display the date any payment or claim was entered.

    3. Click into the appropriate radio button to display a Summary or Detailed view.

    4. Use the Charge Filter option to filter by All Claims, Specific Claims, Unpaid Claims, Claims based on Status, or Claims in Date Range. 

    5. Use the Show Aging Balance drop-down menu to filter by Date of Service, Date Entered, Last Billed Date, Payment Plan Due Date.

    6. Click Apply.

  3. Optional: On your keyboard, Ctrl+P to print the activity listing of the patient. 

  4. Click Close to exit the window.