Follow the steps below to view a summary of the claim.
Select Claim > Claim.
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.
Open the claim.
Click the Claim Summary tab from the side panel.
Review the claim information.
Patient: Displays the patient's name, account number, and reference number (when applicable).
DOB: Displays the patient's date of birth, age, and gender.
Form Version: Displays the claim version (CMS-1500 or CMS-1450 (UB04)).
Total Amount: Displays the total billed amount for the procedure codes included on this claim.
Ins Payments: Displays any payment(s) a payer has paid towards this claim.
Pat Payments: Displays any payment(s) the patient has paid towards the claim (e.g., a copay).
Adjustments: Displays any adjustments the payer has made towards this claim.
Balance: Displays any open balance remaining after insurance and/or patient payments have been applied towards this claim.
Patient Credits: Displays any credit amount available on the patient’s account.
Patient Follow Up Date: Enter a patient follow-up date.
Patient Recall Date: Enter a patient recall date.
Date of Service: Displays the date of the service(s) based on the claim’s procedure codes.
Date Entered: Displays the date this claim was created.
Last Billed Date: Displays the last date this claim was submitted to a payer.
Last Statement Date: Displays the last date a statement was sent for this claim.
Follow Up Date: Enter a follow up date for this claim. Claims with follow updates can be tracked within the Follow Up Management screen.
The Follow up date can be automatically populated on a claim based on the payer the claim was billed to. For more information on defaulting follow up dates per payer reference the General Billing Options Help Article.
Copay Remaining: Displays the unpaid copay balance for the claim.