Completing an Incomplete Claim
You can create a claim or pre-treatment estimate for a patient and save it for completion later. You can then retrieve just that claim or all claims with an incomplete status.

To retrieve a single claim and complete it,

1. Click Claims Search.
2. Use either Quick Search or Extended Search to select Today's Statements of Services Rendered or a date range that includes the incomplete claims and click Submit. A list of all claims that meet your criteria will be displayed.
3. In the drop-down list at the top of the page, select the status Not Submitted-Not Ready for Submission. A list of incomplete claims will be displayed.
4. Click the Claim ID number for a claim in the list to display the claim form.

To retrieve all claims that have been created but not completed,

1. Click Claims Search.
2. Use either Quick Search or Extended Search to select Today's Statements of Services Rendered or a date range that includes the incomplete claims and click Submit. A list of all claims that meet your criteria will be displayed.
3. In the drop-down list at the top of the page, select the status Not Submitted-Not Ready for Submission. A list of incomplete claims will be displayed.
4. Click the Claim ID number for a claim in the list to display the claim form.
5. Click Edit Claim to complete all missing information.
6. Click Submit Claim.
7. Click Back to Search Results and repeat steps 4-6 for all claims in the list.

See also:
Claims With Errors