Searching for Insurance Claims

  1. Open the Third Party Processing window. For more information on opening this window, go to Opening the Third Party Processing Window.
  2. Select a format or clearinghouse from the Receivers drop-down menu.
  3. Select a location from the Location drop-down menu, as needed.
  4. Select an insurance carrier from the Carrier drop-down menu, as needed.
  5. Select an insurance plan from the Plan drop-down menu, as needed.
  6. Select the Include Inactive Carriers check box to include inactive insurance carriers in your search results, as needed.
  7. Select the Include Inactive Plans check box to include inactive insurance plans in your search results, as needed.
  8. If you are looking for claims for a particular patient, type your search criteria in the Last Name, First Name, Fee Slip #, and Patient ID text boxes, as needed.
  9. If you are looking for claims from a particular time period, select dates from the Date of Service, Date of Fee Slip, and Date Submitted fields, as needed.
  10. Select the status of the claims:
    • Select the Open radio button to find open claims. Select the Errors check box to find claims with errors. Select the Ready check box to find only those claims that do not have errors.
    • Select the On Hold radio button to find claims on hold. Select the Pending Delivery check box to display only those claims that are on hold until the final product is dispensed to the patient. Select the Other check box to display claims that are on hold for reasons other than product delivery.
      Claims are held pending delivery only if the Hold claim until product is dispensed option is selected on the Insurance Plan Claim Form tab. (The Hold claim until product is delivered option is controlled by the administrative location.) For information on changing the settings on the Claim Form tab, go to To add & modify insurance plans.
    • Select the Billed radio button to find claims that were billed. Select the Elect Submit check box to display only claims that were submitted electronically. Select the Print Submit check box to display only those claims that were submitted on paper.
    • Select the Closed radio button to find claims that have been paid or closed. Select the 6 mo., 1 yr., 2 yr., or All check boxes to limit the scope of your search.
  11. Click Search to display the claims that match the search criteria.

In addition to the procedure above, watch this video for more information.