Introduction
The Claims Data Table provides the user with basic information related to the claim including the Claim ID, Provider NPI, and Guarantor.
Key Objectives:
- You will learn how to find and navigate the claims data table.
- You will learn how to copy the claim ID and Provider NPI numbers from the claims data table.
- You will learn how to navigate to the Guarantor's Registration View from the claims data table.
Video
Step by Step:
- Begin within the claim's view of the desired patient's chart.
- Locate the Claims Data Table to the right of the page below the claim's coverage table. Here, you will find the cCaim ID, Provider NPI, and Guarantor's name.
Copying Claim ID & Provider NPI
- Begin within the claim's view of the desired patient's chart.
- Locate the Claims Data Table to the right of the page.
- Locate the paper icon next to the Claim ID or Provider NPI.
- Click on the paper icon to automatically copy the text in the Claim ID or Provider NPI text box.
Navigating to Guarantor's Registration View from Claims Data Table
- Begin within the claim's view of the desired patient's chart.
- Locate the Claims Data Table to the right of the page.
- Locate the Guarantor at the bottom of the Claims Data Table.
- Click on the name that appears as the Guarantor. This will take you to the Registration view of the Guarantor where you can make any desired edits.
NOTE: The Guarantor will display "Patient is responsible for his/her own balance" if they do not have a Guarantor. Selecting edit will take you to the patient's Registration view.
Roles:
- Billing Staff
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