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
- Draft (claim has been created)
- Submitted (claim has been submitted to the Insurer)
- Approved (claim has been submitted to the Insurer and an EOB has been received)
- Rejected (claim has been submitted to the Insurer and rejected)
- Paid (claim has been submitted to the Insurer and payment has been received)
Bulk Update
- Click on the Billing icon (top left header)
- Click on Claims in the sidebar
- Click on the Status in the sidebar
- Click Edit Claims
- Click the Switch of the Claims you want to Update
- Click Change Status
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