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Search and filter your claims

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Written by Hui Yu Chuang
Updated over 2 weeks ago

This action applies to claims in Coding Review, Claim Review, CH Rejection, Paper Claims, ERA Exception, EOB Posting, EOB Reconciliation and Denial.

Use the options in the top panel to search and filter your claims. Available search and filter options may vary depending on the page you’re viewing. A complete list of possible search and filter options is provided below.

  1. Search Patient by Name, EHR ID or Billing Account ID

    Enter a patient name, EHR ID, or Billing Account ID in the text field and press Enter to search for all associated claims.

  2. Encounter ID

    Enter the Encounter ID in the text field and press Enter to retrieve the corresponding claim.

  3. Rnd Provider

    Select one or more rendering providers from the dropdown to filter cases accordingly.

  4. Assignee

    Select one or more assignees from the dropdown to filter cases by case assignees.

  5. Work Queue

    Select one or more work queues from the dropdown to view all cases assigned to those queues.

  6. Payment No.

    Enter a payment number to search for related claims.

  7. Primary Payer

    Select one or more primary payers from the dropdown to filter cases.

  8. Secondary Payer

    Select one or more secondary payers from the dropdown to filter cases.

  9. Status

    Select one or more case statuses from the dropdown to filter results.

  10. Charge

    Enter minimum and maximum charge values to return claims within the specified range.

  11. Claim Type

    Choose whether to display Medical Claims or Workers’ Compensation claims.

  12. Timely Filling

    View cases that must be filed within the next 10 days to meet timely filing requirements.

  13. Denial Reasons

    Select one or more denial reasons from the dropdown to view all cases denied for those reasons.

  14. Order of Benefit

    Select between Primary or Secondary to view all cases in that Order of Benefit.

  15. EOB Category

    Select one or more EOB categories from the dropdown to filter cases by EOB stage.

  16. Review Reason

    Select one or more review reasons from the dropdown to filter cases by why the claims require review.

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