Edit Claim - Status History Tab

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

  1. Click Add.
  2. Custom Track Status: Click the dropdown to select a status.
  3. 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, check the preference in Family Module Preferences.
  4. 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.
  5. Click Update to save.