See Claim Types.Дate of Service: Defaults to the date of the earliest procedures attached to the claim.Дate Orig Sent: The date the claim was originally sent.Дate Sent: Populates with the date the claim was created, and updates when the claim is sent. It is there for reference, but cannot be changed, because it affects so many other fields.

Printing a claim automatically changes its status to Sent.Д¬laim Type: Set automatically when creating a claim.

Claim text color is dependent on settings in Definitions: Account Colors.

For information about secondary claims, see Secondary Insurance.

When the primary claim is received send the secondary claim (verify the estimates on the secondary claim before sending). The secondary claim will have a status of Hold until Pri received and will stay in the patient's account. The primary claim will have a status of Waiting to Send. When a claim is created using the New Claim button for a patient with dual coverage, both a primary and secondary claim are automatically created. Usually the claim is marked received automatically when clicking one of the Enter Payment buttons at the upper right.

Received: Claim has been received from insurance, either with a payment or a denial.It will show on the Outstanding Insurance Claims Report so it can be tracked to ensure timely payment. Sent - Verified: Claim has been sent or printed.As soon as it is verified the claim has been sent or printed, change the status. Probably Sent: Claim has been printed or sent electronically, but the process has not yet been verified.Waiting to Send: Claim is ready to be printed or sent electronically.Hold until Pri received: For secondary claims that should not be sent until the primary claim is received.

Unsent: Claim has been created, but not sent.Edits to the claim payment or write-off are logged in the audit trail.Editing a claim with supplemental claim transfers created by the Income Transfer Manager will delete all the transfer entries on the claim.When a patient has Unearned / Prepayment and the Account Module Preferences Prompt user to allocate unearned income after creating a claim is checked, the user is prompted to Allocate Unearned Income when a claim is created.

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