Send Canadian Claims and Retrieve Reports

For Canada users, in the Manage Module, click Send Claims.

Canadian insurance claims can be managed on the Insurance Claims window. Claims cannot be sent as a batch in Canada. See Canada Claims.

For a full description of all buttons and columns, see Send Claims. Below is detail on features specific to Canada.


Toolbar options:

Retrieve Reports (ROT - Outstanding Transaction Requests)

Click Outstanding to retrieve reports.

Users are alerted of outstanding transactions (mailbox items) when sending claims. Retrieving them is optional and does not affect patient accounts.

If a user is notified of outstanding transactions upon sending a claim, and would like to retrieve them, they should use these options (in any order):

Please be patient and wait for responses to show. When each step is complete, a dialog with the word "Done." will show.


Undo: Changes a sent claim status to Waiting to Send.