Overview
The Records tab displays all your submitted claims, allowing you to track status, view details, and manage drafts.
Accessing Records
Tap the Records tab (second icon) in the bottom navigation.
Records List
Each record shows:
- Patient name
- Service date
- Billing codes
- Claimed amount
- Status badge
Status Badges
Claims are color-coded by status:
| Status | Color | Meaning |
|---|
| Draft | Blue | Saved, not submitted |
| Submitted | Gray | Sent to OHIP |
| Partial | Yellow | Partially paid |
| Successful | Green | Fully paid |
| Rejected | Red | Denied, needs attention |
Filtering Records
By Status
Tap the status filter at the top to show:
- All records
- Drafts only
- Rejected only
- Partial payments
- Submitted (pending)
By Date
Tap the filter icon to set a date range:
- Select start date
- Select end date
- Apply filter
Search
Use the search bar to find records by:
- Patient name
- Health card number
Viewing Claim Details
Tap on any record to see full details:
- Patient information
- Service details
- Billing codes and fees
- Diagnostic codes
- Attached documents
- Status history
Editing Records
Draft Claims
Drafts can be fully edited:
- Tap the draft record
- Modify any fields
- Tap Save or Submit
Submitted Claims
Limited editing for submitted claims:
- View details (read-only)
- Some rejected claims can be corrected and resubmitted
Actions
Edit
Open the claim for editing (drafts and some rejected claims).
Delete
Remove a draft claim:
- Tap the claim
- Tap the trash icon
- Confirm deletion
Submitted claims cannot be deleted from mobile. Contact support if needed.
Resubmit
For rejected claims:
- View the claim details
- Review rejection reason
- Make corrections
- Tap Resubmit
Pull to Refresh
Pull down on the records list to refresh and load the latest data from the server.
Scroll down to load more records. The list loads incrementally for performance.
Offline Access
Recently viewed records are cached for offline access. Full functionality requires an internet connection.