Managing Claims

​

Claims List

The Claims page displays all your claims with powerful filtering and search capabilities.

​

Viewing Claims

Navigate to Claims in the sidebar to see your claim history. Each claim shows:

• Patient name
• Service date
• Billing codes
• Claimed amount
• Status

​

Filtering Claims

​

By Status

Filter claims by their current status:

​

By Date Range

1. Click the date filter
2. Select a preset range (Today, This Week, This Month) or custom dates
3. Claims within that service date range are displayed

​

By Patient

Search for claims by patient name or health card number using the search bar.

​

Editing Claims

​

Draft Claims

Draft claims can be fully edited:

1. Click on the claim to open it
2. Modify any fields
3. Click Save or Submit

​

Submitted Claims

For claims already submitted:

1. Click on the claim to view details
2. Depending on status, you may be able to edit certain fields
3. Rejected claims can be corrected and resubmitted

​

Claim Actions

​

Duplicate

Create a copy of an existing claim:

1. Open the claim
2. Click Duplicate
3. Modify the service date and any other details
4. Submit the new claim

​

Delete

Remove a draft claim:

1. Open the claim
2. Click Delete
3. Confirm deletion

​

Bulk Operations

Select multiple claims using checkboxes to:

• Submit multiple drafts at once
• Export selected claims
• Apply bulk edits

​

Pagination

Large claim lists are paginated. Use the navigation controls to browse through pages or adjust the number of items displayed per page.