Insurance Claims Tracking
This section provides tools to track insurance claims with details such as insurer information, claim date, billed amount,
payments received, and outstanding balances.
payments received, and outstanding balances.
Graphic 1:
Navigation:
- Go to Invoice & Billing.
- Click on Insurance Claims Tracking to manage and monitor claims efficiently.
Insurance Claim Entry Guide
Graphic 2:
1. Insurance Type
Select the relevant insurance category (e.g., health, dental).
2. Insurance Information
Provide officer’s name, phone, fax, and email for communication.
4. Service Information
Select the relevant insurance category (e.g., health, dental).
2. Insurance Information
- Company Name & Insurer Name: Enter provider and policyholder details.
- Member’s ID & Service Date: Add patient ID and service date.
- Claim Tracking Number: Unique identifier for the claim.
Provide officer’s name, phone, fax, and email for communication.
4. Service Information
- Service Name & Co-Pay: Add service provided and patient’s share.
- Provider & Codes: Enter provider info, CPT, and diagnosis codes.
- Billed & Paid Amounts: Specify charges and payments.
- Notes: Add remarks if needed.
