How can I see which claims have been submitted in a specific time frame?

Here's how to see which claims have been submitted in the last 30, 60, and 90 days. You will also be able to enter a custom date. 

Note: A special, ''aging'' report is on our long-term development list. 

1. From the main dashboard, click on ''Financial''. 

2. Click on ''Insurance Information''. 

3. All submitted claims will be displayed on your screen. You can check on the status of the claim under the "Status" column and the balance details under the "Amount" column. 

4. Click on the ''Filter List'' dropdown to adjust the date range as well as to choose a time frame or click on ''Custom'' to manually enter a specific time frame. 

That's it! If you have any questions, please contact us

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