Send Claims Filter and Options

The various filter options that you can utilize for sending claims

To filter your claims, navigate to the Electronic Billing tab located at the top of the Ribbon Bar. From there, simply click on the Send Claims button.

You will reach the Send Claims screen pictured below: 

You can access this screen by clicking on the Send Claims button found in the Home Screen flow chart as well:

The available filter options for sending claims are: Ready to Submit, All Electronic, or All.

• Ready to Submit shows claims that are:
  • Status = Ready to Submit
  • Method = Electronic
  • Bill To = Patient
• All Electronic shows claims that are:
  • Status = Anything
  • Method = Electronic
  • Bill To = Anything
• All shows claims that are:
  • Status = Anything
  • Method = Anything
  • Bill To = Anything 

To filter the claims, simply choose one of the filter options located at the bottom right of the Send Claims screen.