Outstanding Claims Report

1. The system prompts you to enter the code of the company for which you would like to review outstanding claims. Click the Change button to search or leave blank to select all.

2. The screen asks if you would like to include the detailed claim information. If you choose Yes, it will produce the detailed version. If you choose No, it will produce the summary version.

3. If you choose the summary version, you are next prompted to choose between Date Filed or Name. If you select Date Filed, you will be given a list of claims outstanding according to the number of days selected in System Settings. By Name will give you the same number of days, but the names will be listed alphabetically.

   If you choose the detailed version, outstanding claims will be listed alphabetically by insurance code.

Outstanding Claims Report (Summary Version)

This is a list of the outstanding procedures including the date of service, estimated insurance payment, amount charged, and the most recent date filed (column labeled FILED).

The coding for the far right column of the report (labeled I) is read as follows:

Code	Definition
P	Outstanding to the Primary carrier.
S	Outstanding to the Secondary carrier.
Blank	Outstanding to the patient's only carrier.

Outstanding Claims Report (Detailed Version)

The detailed version of the report groups the outstanding claims by insurance company. This supplies all the information you need to efficiently follow-up the claims.

For each company it shows the company name, contact person, telephone numbers, and the doctor's provider ID (if any).

Under each company it displays the patients who have outstanding claims. For each person it shows the date filed and the day of service, patient name, birth date,insured's ID and day of birth. It shows insurance due and total fee.

The coding for the far right column of the outstanding procedures (labeled I) is read as follows:

Code	Definition
P	Outstanding to the Primary carrier.
S	Outstanding to the Secondary carrier.
Blank	Outstanding to the patient's only carrier.

NOTE: If some of the procedures on this list are no longer outstanding for insurance payment, see Maintaining Proper Tracking for instructions on changing the stage of the insurance process