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ClaimsUnder the Claims tab, you can view all claims submitted by your agency. The patient/claim list is auto created directly from the data we retrieve from DDE (direct data entry system).


Click on the Patient’s Name or HIC on the claims page to access the patient profile from the Claims List.





New Claim

New ClaimClicking on the New Claim button in the top right allows you to directly enter a claim and Save or Save and Submit to Medicare.


Complete the Medicare Claim by selecting from a drop-down list or type in the information and Save the claim to move the claim to the Outbox for submission at a later time. To submit the claim to Medicare, select Save and Submit.


New Claim Form



Saved Claims

OutboxSaved claims are found in the Outbox tab at the top of the claims page.


SubmittedSubmitted claims show in the Submitted tab at the top of the claims page.


DraftsDrafts are found in the Drafts tab.


Claims FIlterThe additional filters along the top of the claims page allow you to sort by HIC, Type of Bill, Status of the Claim, Episode Start Date or the Episode End Date. Select the filters needed, then select Search to generate the information.



Cancel Claims

To Cancel a claim, click on the Claims tab then filter the claims data to Paid Status. Select Search.


Select the TOB (Type of Bill) for the claim to be Canceled.


Cancel ClaimsClick Cancel at the top of the claim page.


After Cancel has been selected, a box will appear with options to select the appropriate condition code. Add Remarks if needed, or select Nevermind to close the box and return the user to the prior page.


Cancel Claims



View Claim

To view the Status Reason Code, simply hover over the status. A box will appear with the description of the reason code or status code for suspended claims.  The Status location codes provide information about what is happening to the claim.


Rejection Code


To view the claim information, click on the TOB (Type of Bill).




This page shows the information on the selected claim. From this page, a claim may be Copied, Edited, Viewed and Submitted.


Claim TasksUB04 will show a preview of the claim form.


Submit will send the claim to Medicare in its current state. This selection does not allow changes prior to sending. The Submit option only shows on RTP (Return to Provider) claims.


ResubmitRe-submit will send the claim to Medicare in its current state. This feature does not allow change prior to sending. The Resubmit option only shows on Rejected Claims.



Copy Claim

Claim tasksWhen in the claim details, click Copy  on the top right. This will make a copy of the claim that may be either edited and saved or saved and submitted as a new claim.


Copy Claim



Edit Claim

To edit the claim, when in the claim detail, click on Edit at the top right corner of the page.


Edit allows you to Save or Save & Submit the claim. This will be used to correct claims in T status. If you choose to not make any changes after editing, click Cancel and you will be taken back to the claims screen.


Edit Claim