Use the Status History tab to record data about a claim.
In the Claim Edit window, click the Status History tab.
The Status History tab is useful to track a claim status, such as why a claim hasn't been sent, why processing is delayed, etc.
Before a status can be added, definitions must be created and customized.
This information does not show on printed claims or e-claims.
Add a Custom Track Status / Error Code
- Click Add.
- Custom Track Status: Click the dropdown to select a status. No status is selected by default.
- Error Code: Click the dropdown to select an error code. The long description of the error code displays in the text box below the dropdown.
Note: To require an error code, enable Require error code when adding claim custom tracking status in Preferences.
- Note: Optionally add a note that appearsw in the Log Note column. Notes can be added or edited later by double-clicking a Claim Tracking Status row. This text box supports Right-Click Options.
- Click Update to save.
- If no Custom Track Status was selected a warning appears to specify a Custom Track Status. Click OK to return to the prior window and choose a Custom Track Status. Users cannot proceed without selecting a Custom Track Status.
- If None was selected as the Custom Track Status, a warning appears regarding the Outstanding Insurance Claims Report. Click OK to proceed with None as the Custom Track Status; the claim can no longer be filter from the report using Last Custom Tracking Status. Click Cancel to return to the prior window and choose a different Custom Track Status.