Insurance claims batched
be able to run a report to see insurance claims batched but have not been sent. so that you can re create them to send to the insurance company, instead of having to run the insurance aging report.
Patrick Keating commented
Also, Office Manager - Reports- Ledger - Insurance Claims to Process. Lists claims that are batched/created/or even eValidated. Pretty helpful if you think a claim is sent but the ledger crashes(ours does)
Office manager....reports...ledger...Procedures Not Attached to Insurance. I run this daily to make sure no claims are forgotten. You can set your own date parameters but it automatically defaults to 1 week
YES! I found that we had quite a few claims that had been batched but not sent. It took us months to realize this since it did not show up until it was on the aging reports. Money that was "lost" in the system-Thank goodness we have someone that just focuses on insurance and found these. I do wonder how many offices have claims in limbo and money lost that they are unaware of because of the lack of this feature?