Claims

Overview

The Claims feature enables businesses to submit professional healthcare claims (CMS-1500) electronically to insurance payers.

This includes claim creation, field management, submission tracking, payment reconciliation, and provides a complete audit trail through claim events.

Table of Contents

• Dashboard Overview
  • Adding Personal Business Information as a Team Member
• Creating Claims
  • Common Claims Terms
  • Claim Fields
• Claim Statuses & Lifecycle
• Understanding a CMS 1500 Form
• Common Rejections
• Resubmitting a Claim
• Attachments
  • Submitting Fax or Paper Attachments to Payers
• Payments
  • How Claim Payments Are Issued
  • Recording Claim Payments
• Other Claim Actions

Where to Find It

Claims are accessed through Billing → Claims.

The interface provides three main tabs:

• Dashboard: Payers management and Claim statistics
• Claims: Complete list of all claims for the business
• Remittances: Payment tracking and ERA processing

Permissions & Visibility

In a team environment, Business Owners can control which team members can access Claims via Claim Settings → Claim Permissions.