Submitting Claims for Payment

After the visits have been added to a batch, the next step is submitting the batch for payment. The batch will now become a claim.

Begin by navigating to the Billing module, select Batches.

                     

 1. Find the batch you wish to make the claim for. Open the batch by selecting the eye icon.

2. Open the Claims tab inside of the batch. Refresh batch updates all visits and claims in the batch, 'refresh draft claims' allows you to select claims you want to update if you don't want to recalculate everything.

3. Use the following filters to help sort the claim information and status.

 Notice the number in parentheses (*). This refers to the number of claims related to that tab.

 

Here are the definitions of those terms:

Filters	Function
All	View all claims that are in the batch
Draft without exceptions	Claims in draft form are not yet submitted
Draft with exceptions	Claims with billing exceptions in draft form not yet submitted
Sent	Claims that have been sent for payment
Errored	Claims that have been previously submitted but need to be revised before resubmitting
To review	Claims that need to be reviewed before re-submitting; there is an action that needs to be taken
Processed	Claims that have been submitted for payment: the clearinghouse has received the claim
Balanced	Claims that were paid
Payment-in-progress	Claims submitted awaiting payment we have received a message back from the clearinghouse that the payer has received the claim.

 4. Select Draft without exceptions and select each visit that is to be billed in this batch.  If all, choose the top checkbox to select all.   

5. When ready to submit, select Confirm & Send.

6. Next, go to the transactions tab. This displays the results and status of the claim being processed.  The status of the claim is listed as Processed, Errored, or In-Progress.

Claim Status Descriptions

Processed	The claim was delivered to the Connect Center portal. The claim passed primary validation.
Errored	The claim was delivered to the Connect Center portal. The claim did not pass primary validation.
In-Progress	The system did not deliver the claim to Connect Center portal. This claim will be processed by the billing system after several seconds.