> ## 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.

# Managing Claims

> View, edit, filter, and manage your submitted 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:

| Status     | Description                                 |
| ---------- | ------------------------------------------- |
| Draft      | Saved but not submitted                     |
| Submitted  | Sent to OHIP, awaiting processing           |
| Partial    | Some services paid, others pending/rejected |
| Successful | Fully paid                                  |
| Rejected   | Denied by OHIP, requires attention          |

### 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

<Warning>
  Submitted claims cannot be deleted. Contact support if you need to cancel a submitted claim.
</Warning>

## 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.