Logged Bill History

1. Click the Claims button on the Navigation bar.
2. Click the appropriate tab, this option is available on all tabs in the Claims section.
3. Right-click on the appropriate claim and select Logged Bill History.
4. Double-click the Date Range and select the to and from dates from the calendar displayed.
5. Click the and select the Activity from the list displayed.
6. Click the and select the User from the list displayed.
7. Click the and select the Provider Name from the list displayed.
8. Click the and select the Role from the list displayed.
9. Double-click a specific log entry to view the details. Click Close when finished viewing the information.
10. To print the complete log summary, click the Print button . The Log Summary window is displayed.
11. Click the Print button .
12. Select the appropriate printer and click OK.
13. When finished with the Log Viewer window, click Close.

Manage Write Off and Adjust to Paid Reasons

Managing a clinic's Write Off and Adjust to Paid reasons saves having to type in a reason every time you mark a claim as Write Off or Adjust to Paid. By managing a list of commonly used reasons you also standardize comments used within this text field.

Add a New Write Off or Adjust to Paid Reason

1. Click the Claims button on the Navigation bar.
2. For the purpose of adding a Write-off or an Adjust-to-paid reason, right click on any claim and select Options from the list displayed.
3. Select Write Off or Adjust to Paid, as required. The Adjustment Reason window is displayed.
4. Click to the right of the Reason field and select Manage from the dropdown list displayed. The Adjusted Reason window is displayed.
5. Click the Add button . The Add window is displayed.
6. Type in the New Adjusted Reason and click OK.
7. Repeat steps five and six for as many reasons as need adding.
8. Click OK to save the Adjusted Reasons.
9. Click Cancel to exit the claim without affecting its status.

Edit a Write Off or Adjust to Paid Reason

1. Click the Claims button on the Navigation bar.
2. For the purpose of adding a Write-off or an Adjust-to-paid reason, right click on any claim and select Options from the list displayed.
3. Select Write Off or Adjust to Paid, as required. The Adjustment Reason window is displayed.
4. Click to the right of the Reason field and select Manage from the dropdown list displayed. The Adjusted Reason window is displayed.
5. Click to select the reason being edited and click the Edit button . The Input window is displayed.
6. Edit the reason, as required and click OK.
7. Repeat steps five and six for as many reasons as need adding.
8. Click OK to save the Adjusted Reasons.
9. Click Cancel to exit the claim without affecting its status.

Remove a Write Off or Adjust to Paid Reason

1. Click the Claims button on the Navigation bar.
2. For the purpose of adding a Write-off or an Adjust-to-paid reason, right click on any claim and select Options from the list displayed.
3. Select Write Off or Adjust to Paid, as required. The Adjustment Reason window is displayed.
4. Click to the right of the Reason field and select Manage from the dropdown list displayed. The Adjusted Reason window is displayed.
5. Click to select the reason being deleted and click the Remove button . A confirmation message is displayed.
6. Click Yes to confirm deleting the reason.
7. Click OK to exit the Adjusted Reasons window.
8. Click Cancel to exit the claim without affecting its status.

Write Off or Adjust to Paid

1. Click the Claims button on the Navigation bar.
2. Click the All Refusals tab.
3. Right-click on the appropriate claim and select one of Adjust-to-Paid, or Write-off, as appropriate. The claim is updated based on the selection made.

Change the Date

1. Click the Claims button on the Navigation bar.
2. The date is displayed at the top of the window, irrespective of the tab being viewed.
3. Select the Year, Month, and Day by clicking the and selecting from the list displayed. Alternatively, you can select the date by clicking the Calendar button and selecting the date in the calendar displayed.

Viewing a Claim's Associated Appointment

If a claim was made from an appointment in the Scheduler, you can quickly view that appointment.

1. Click the Claims button on the Navigation bar.
2. Click the Unsubmitted Claims tab.
3. Right-click on the appropriate claim and select View from the list displayed.
4. Click Go To Appointment. The Scheduler opens at the appointment that created the selected claim.

View the WCB Claim form (BC)

1. Click the Claims button on the Navigation bar.
2. Click the All Refusals tab.
3. Right-click on the appropriate claim and select View from the list displayed.
4. Select WCB Form.

Resubmit or Resubmit All (BC)

Once claims have been corrected and ready to be submitted, they can all be submitted either one at a time or all at the same time.

1. Click the Claims button on the Navigation bar.
2. Click the All Refusals tab.
3. Right-click on any claim and select either Resubmit or Resubmit All from the list displayed.