Claims: Dashboard Overview

Accounts with an enabled claim processing feature will see their claims dashboard when navigating to the Claims tab under Billing.

Dashboard Overview

Your dashboard will allow you to submit and track your claims in a centralized location. Some useful features are listed here:

    • Add specific payers into your account
    • Customize names of payers
    • Add covered services
    • Submit payer enrollment requests

Key Metrics

  • Funds Balance: Your current available balance for claims services.
  • Claims Balances: It is the total value of all claims sent that haven't been fully paid yet.
  • Claims Payments: The total payments recorded this year for claims. This includes manually entered payments as well as payments received from payers.

Funds Balance

The Funds Balance tile shows your current balance, which is use to submit claims and check insurance eligibility.

To add funds to your balance:

  1. Go to your Claims page and the Dashboard tab.
  2. Click the Funds Balance tile.
  3. Select your payment method and dollar amount.

Anytime the following actions occur, Doulado will automatically pull from your funds balance:

    • Submitting a claim: $1.00 *
    • Verifying insurance: $1.00
    • Receiving an ERA: $1.00

* The fee is deducted the first time a Doulado claim record is submitted, however any subsequent resubmissions of the same claim don't result in further deductions.

When these happen, funds are deducted from your balance. You can top-up your balance at any time ($10 minimum per transaction).


As a Team Owner, you can refer to a log of previous deductions from your funds balance by going to Doulado's menu and ensuring that the relevant team is selected

Click on Balance (under Selected Business).