Practice Claim Status Portlet
Navigate to the Claim Status portlet.
Click Submit
Requests tab. The Submit Request form is displayed.
In the Patient Information section, key in the required fields regarding the patient for whom you are searching. (Note: In the case of a dependent, do not add the insured person's last name and other information, key in the patient information. You will identify the patient as a dependant later in this request.).
Last name.
First name.
Date of Birth
Select the Patient Gender from the drop down list.
Select the Provider
from the drop down list.
If the Provider for whom you are checking is not in the list, you may wish to add the provider to the list. Learn more >>> |
Select date
of service from Service dates calendar. (Service
dates field may show either one date field, or two date fields,
depending upon the way in which your organization chose to configure
the field).
In the Payers section, populate each field as required:
Select a Payor from the drop down menu. NOTE: Once a payer is selected, the system displays another row in the Payers section, allowing you to select multiple payers when submitting a claims status for a patient.
Key in the Member ID in the open text box.
If the patient is a dependant, enable the checkbox next to "Patient is dependent".
Optionally, key in the Payer Claim Number in the open text box.
Key in the amount billed in the open text box.
If needed, key in the following addition claim status criteria: Bill Type, Location, Group Number, Control Number, and/or Prescription Number.
Perform one or more of
the following:
IF YOU WISH TO... |
THEN... |
Add additional payers to the list |
repeat steps 4a. - 4e. as desired in the row below. |
Remove a payer from the request before adding to the list |
click the delete icon next to the appropriate payor. |
Change payer information |
modify fields as desired. |
Click Add
to List. NOTE: If multiple payers were selected for the
patient, then multiple rows will be displayed – one for each payer.
Perform one or more of the following:
IF YOU WISH TO... |
THEN... |
Add additional patients to the list before submitting |
repeat steps 3 - 5. |
Remove a patient from the list before submitting |
Click in the delete column next to the name of the patient you wish to remove from the list. |
Click Submit list.. The screen refreshes, the request is submitted, and system auto-displays the response on the response tab.
RESULT:
You have successfully submitted a claim request.