Copy – Copy the text in the current cell
Select All – Select all the items currently showing in the grid
Set Claim Classification...
Set Claim Method...
Set Claim Primary Payer...
Set Claim Status...
Set Physicians...
Write Off Selected Claim(s) – Will add an adjustment to each non-zero balance service line on the claim effectively zeroing out the claim balance.
Pay Off Selected Claim(s) – Will create a payment and disburse it to all the service lines on the selected claims.

Note: This option is only available if all the selected claims have the same Bill To

Create Tasks Linked to Associated Claim(s)... – A task will be created for each claim that is associated with the current selection.
Create Claim Notes Linked to Selected Claim(s)... - A note will be created for each claim that is associated with the current selection.
Quick Reports - Opens a selection of reports that can be run for the Claim or Patient associated with the current selection.

Find Adjustment

Click on the Find button and select Find Adjustment

Enter a patient name or other data in the Filter boxes or click on any column heading to sort data. Adjustment data will be displayed.
Click on Open or double-click to open the Adjustment information on a service line.
Right-click to open the additional options menu

Write Off Service Line(s) - Will add an adjustment to each non-zero balance service line effectively zeroing out the claim balance.
Delete Adjustments... – Deletes the selected adjustments.

Click on the Find button and select Find Claim

Click on the Find button and select Find Claim Note to quickly find notes associated with Claims

Use Filter boxes for sorting data or click on any column heading to sort by selected column.
Click on Open or double-click to open the claim screen containing the note.
Right-click to open the additional options menu

Click on the Find button and select Find Disbursement to quickly find disbursements associated with Claims
Use Filter boxes for sorting disbursement data or click on any column heading to sort by the selected column.
Click on Open or double-click to open the claim screen showing disbursements.

Click on the Find button and select Find Patient.
Enter the patient name or other data in the Filter field and patient data will be displayed.
Click Open or double-click to access the patient information.

Click on the Find button and select Find Payer to quickly find payer information previously set up in the Payer Library.
Use Filter boxes for sorting payers or click on any column heading to sort by the selected column.
Click on Open or double-click to open Payer information in the Payer Library.

Click on the Find button and select Find Payment to quickly find Payment information.
Use Filter boxes for sorting payments or click on any column heading to sort by the selected column.
Click on the Modify button to open the Payment information in the Payment Modification screen.
Click the Disburse button to disburse the payment.

Note: The Disburse button will only be enabled if there is a remaining balance.

It is possible to delete payments in bulk from the find payment screen by right-clicking a group of payments.

Click on the Find button and select Find Physician to quickly find physician information previously set up in the Physician/Facility Library.
Use Filter boxes for sorting billing provider data or click on any column heading to sort by the selected column.
Click on Open or double-click to open the Physician information in the Physician/Facility Library.

Click on the Find button and select Find Service.
Enter the patient name or other data in the filter box and patient data will be displayed.
Click on any column heading to sort data.
Click on Open or double-click to open the service line information.

Click on the Find button and select Find Task.
Enter the patient name or other data in the Filter box or click on any column heading to sort data. Task data will be displayed.
Click on Open or double-click to open the Task.