Viewing an Order's Claim Status and Claim

Once you have generated an invoice for an order, you can view the status of the claim associated with it, and open the claim from the Invoiced Orders list. If no insurance was applied to the order, the claim status is No Insurance. For information on the different claim statuses, go to Claim and Line Item Statuses.

Only providers and staff members with the Process Claims security permission selected in Administration can access the Claim Detail window. If you do not have this security permission, an Access Denied - Temporary Override window displays, allowing another user with permission to enter their username and password and give you temporary access. For information on setting security permissions, see Setting Up Provider Security Settings and Setting Up Staff Security Settings

  1. On the left side of the Demographics screen, click Material Orders.

    The Material Orders screen opens.

  2. Click the Invoiced tab, if it is not already displayed.
  3. Locate the order in the Invoiced Orders list. The Claim Status column displays the status of the order's claim.
  4. Click the Claim Status link.

    The Claim Detail screen opens in Claims Management. For more information, see Reviewing and Editing Claims.

    If the claim is in Failed status, the Failed Claims screen opens, enabling you to try submitting the claim again. For more information, see Retrying Failed Claims.