How Do I Enter, Update, and Check an Online Claim

Use this exercise to enter, update, and check an online claim.

Note:  The claims entry page is displayed by using a variety of methods.  This exercise will guide you using all available methods.  Therefore, depending on which method is used to access the claims entry page, some of the steps in this exercise may be optional.

Complete the following steps to finish this exercise:

  1. Use one of the following methods to access the claim entry page:

  2. Selecting the Provider Account Management\Provider Billing\Claim Entry menu option.

  3. Clicking the Claim Entry button on the Authorization Detail page.

  1. If necessary, enter the full Authorization Number or search for an authorization.  For more information, see How Do I Search for an Authorization.

  2. Select the Enter Service Line button to add the detail line items for this claim.  The line entry page (specific to the line you are adding) displays.

  3. Complete all of the required information on the claim entry page to enter a line for the claim.  Fields marked with an asterisk (*) are required.

  4. Click Add to Claim to save your information.

Tip:  All line items are displayed for the claim.  The total dollar value of all of the line items on the claim is displayed in Claim Total Charges at the bottom of the page.  A Detail icon is available for each line item.  You can click the Detail icon to edit a specific line item.  Or, you can click the Delete icon to remove a specific line item from the claim.

  1. To update a specific line item, click the Detail icon.  The claim update page (specific to the service line you are updating) displays.

  2. Update any of the information on the claim detail page as necessary.  Remember, fields marked with an asterisk (*) are required and cannot be left blank.

  3. Click Update Claim to save your changes.

Tip:  You can also click Close to exit the page without saving any changes, or click Reset to undo any changes made on the page and restore the previously saved information.

  1. Click Check Claim to perform the application's validation edits on the claim without submitting the claim.  (You can still update the claim if necessary when checking a claim.)

Tip:  After the system validation edits are complete, you are shown whether the claim will pass or fail when it is submitted.  At this point the claim has not been saved to the database and may be corrected if necessary.  Individual line items may still be added to the claim, updated on the claim, or deleted from the claim. The Check Claim button may be clicked multiple times to perform many checks on the claim until the claim is actually submitted.

  1. Once the claim entry is complete and has been checked thoroughly, click Submit to save the claim to the database.