Claims Not Sent Report

This is a report of claims that have been created, but not sent. It can be generated for a single date or date range.

Note: To control user access to this report, see Report Setup: Security Permissions.

  1. In the Main Menu, click Reports, Standard.
  2. In the Monthly section, click Claims Not Sent.
  3. From/To: Filter the report by date range. This looks at the Date of Service on the claim.
  4. Clinics: If using clinics, highlight the clinics to include. Click All to select all clinics.
  5. Claim Filter: Select the type of claims you would like to populate.
    • WaitQ: Claims with a Waiting to Send status.
    • Holding: Secondary claims with a Hold until pri received status.
    • Unsent: Claims marked with the Unsent status.
  6. Refresh: Click to update report results.
  7. Click Run Report to print or export the list.
Note: If a claim has more than two procedures attached, you may need to click Wrap Text to see all procedures on the report.

For a description of toolbar buttons, see Complex Report System.