Update the Claim Status

You can either update the status of the claim when you enter an Explanation of Benefits or you can update the claim status in bulk.

Statuses

  1. Draft (claim has beeb created)
  2. Submitted (claim has been submitted to the Insurer)
  3. Approved (claim has been submitted to the Insurer and an EOB has been received)
  4. Rejected (claim has been submitted to the Insurer and rejected)
  5. Paid (claim has been submitted to the Insurer and payment has been received)

Bulk Update

  1. Click on the Billing icon (top left header)
  2. Click on Claims in the sidebar
  3. Filter by Insurer and/or Status
  4. Click Edit Claims
  5. Click the Switch of the Claims you want to Update
  6. Click Change Status
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