In the Claim Edit window click the Status History tab.
Use the Status History tab to record data about a claim.
For example, track why a claim is not sent, why processing may be delayed, etc. Log entries are created each time claim status changes.
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.
- 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: Optionally add a note that will show in the Log Note column. Right-click to insert Quick Paste Notes. Notes can be added or edited later by double-clicking on claim tracking status.
- Click Update to save.