> ## Documentation Index
> Fetch the complete documentation index at: https://docs.intelagent.ca/llms.txt
> Use this file to discover all available pages before exploring further.

# Viewing Records

> Access and manage your claim history on mobile

## 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:

1. Select start date
2. Select end date
3. 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:

1. Tap the draft record
2. Modify any fields
3. 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:

1. Tap the claim
2. Tap the trash icon
3. Confirm deletion

<Warning>
  Submitted claims cannot be deleted from mobile. Contact support if needed.
</Warning>

### Resubmit

For rejected claims:

1. View the claim details
2. Review rejection reason
3. Make corrections
4. Tap **Resubmit**

## Pull to Refresh

Pull down on the records list to refresh and load the latest data from the server.

## Pagination

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.