Office Therapy - Marking Claims as Filed in Claims Manager
Reference Number: AA-00448 Views: 8741 Created: 06-20-2018 11:26 am Last Updated: 06-29-2018 02:24 pm 0 Rating/ Voters

The mark as filed feature in Claims Manager will allow the user to mark the claims that have been printed or uploaded to be archived.  Once these claims are archived they will not show again in the queue when producing new claims.  If you ever need to retrieve these claims, they are accessible by going to the Advanced tab.



Once the claims have been printed or uploaded, click on Mark as Filed.




A message will appear stating claims were marked as filed.  Click Ok.





To retrieve claims that has been archived:


The recommended way to retrieving a specific claim is to filter by using the date, client, insurance company, and/or rendering provider

 

Click on Advanced tab and select the last option ‘Include charges that were already marked as filed.’


Click on Show Charges To Be Filed button to populate the claim(s).



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