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How to report on insurance claims πŸ‡¨πŸ‡¦

πŸ‡¨πŸ‡¦ CA only - Reporting on your claims

Amber Morris avatar
Written by Amber Morris
Updated today

How do I report on my claims?

  • In the 'Reports' menu, select the 'Claims List' report.

  • Set the date range on the left-hand side.

  • You will see a list of all claims submitted.

  • This includes details of the patient, invoice, claim total and insurance info.

  • Click the invoice number or patient name to open it in the patient record.

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