Adding the Claim Status Report

Last Modified on 01/24/2022 3:42 pm EST
  1. Go to the Reports section, then under EMR select Connect.
  2. Click the icon with a plus sign in the toolbar to create a new Connect report entry.
     


  3. When asked to select the Report, scroll under the Claim header and find Claim Status. Then fill out the parameter list as follows:



    1. Claim Status: Select the claim statuses you'd like to see on your report. The report will return all claims in these statuses that have a balance remaining. 
    2. Start Date: The Start Date of the claims' Claim Date. 
    3. End Date: The End Date of the claims' Claim Date.

  4. Select the desired fields for the report to show, or simply select 'All.' Then hit 'Finish,' then 'Close,' to complete adding the report. The available fields are as follows:

    1. Aging Days: The days which have elapsed since a statement was first sent to the patient for this claim. 
    2. Claim Balance: The current balance of the claim. 
    3. Claim Date: The claim's create date. 
    4. Claim DOS: The date of service of the claim. 
    5. Claim ID: The claim's ID. 
    6. Claim Total: The total charges of the claim. 
    7. Extract Date: The date that the user is running the Connect report. 
    8. Insured Address 1: The first line of the insured party's address.
    9. Insured Address 2: The second line of the insured party's address.
    10. Insured DOB: The insured party's date of birth. 
    11. Insured City: The city of the insured party's address.
    12. Insured Employer: The insured party's employer.
    13. Insured First Name: The first name of the insured party.
    14. Insured Last Name: The last name of the insured party.
    15. Insured ID: The ID number of the insured party.
    16. Insured Middle Name: The middle name of the insured party.
    17. Insured Payer: The primary insurance of the patient. 
    18. Insured Home Phone: The insured party's phone number. 
    19. Insured Relationship: The patient's relationship to the insured party. 
    20. Insured State: The state of the insured party's address.
    21. Insured Suffix: The name suffix of the insured party.
    22. Insured Zip Code: The zip code of the insured party's address.
    23. iPayment Date: The date of the last insurance payment made on this claim. 
    24. Payment Date: The date of the last patient payment made on this claim. 
    25. Address 1: The first line of the patient's address. 
    26. Address 2: The second line of the patient's address.
    27. Birth Date: The patient's date of birth. 
    28. Chart: The chart number of the patient. 
    29. City: The city of the patient's address.
    30. Employer: The patient's employer. 
    31. First Name: The first name of the patient. 
    32. Home Phone: The home phone number of the patient. 
    33. Last Name: The last name of the patient. 
    34. Middle Name: The middle name of the patient. 
    35. SSN: The social security number of the patient, if defined. 
    36. State: The state of the patient's address. 
    37. Suffix: The name suffix of the patient. 
    38. Work Phone: The work phone number of the patient. 
    39. Zip Code: The zip code of the patient's address. 
    40. RP Address 1: The first line of the responsible party's address. 
    41. RP Address 2: The second line of the responsible party's address. 
    42. RP DOB: The responsible party's date of birth.
    43. RP City: The city of the responsible party's address. 
    44. RP First Name: The first name of the responsible party.
    45. RP Last Name: The last name of the responsible party. 
    46. RP Middle Name: The middle name of the responsible party. 
    47. RP Home Phone: The home phone number of the responsible party. 
    48. RP Relationship: The patient's relationship to the responsible party. 
    49. RP State: The state of the responsible party's address. 
    50. RP Suffix: The name suffix of the responsible party. 
    51. RP Zip Code: The zip code of the responsible party's address. 
    52. Service Location ID: The ID number of the claim's service location. 
    53. Service Location: The name of the claim's service location. 
    54. Claim Adj: The sum total of all adjustments made on the claim. 
    55. Claim Pmts: The sum total of all payments made on the claim. 
    56. Ins Pmts: The sum total of all insurance payments made on the claim. 
    57. Marital Status: The marital status of the patient. 
    58. Patient Pmts: The sum total of all patient payments made on the claim. 
    59. Rendering: The name of the claim's rendering provider. 
    60. RP ID Code: The "ID Value" field from the Responsible Party screen for this claim's RP. 

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