Revenue Cycle Wheel - Prepare - Overview

The Prepare category represents claims that the next step is to be sent to insurance or patient. The screen allows you to toggle the amount view from counts to dollar amount, Export the list to Excel, and to get more Information, such as when the counts being viewed were last updated. All of the claims in this category fall into 4 different sub-categories.  If a sub-category is labeled with a down arrow then the user can click on the sub-category label to expand it to see more detailed information. The magnifying glass on the right of each line shows up as a hover option.  Clicking this icon will open the selected group of claims in the Billing Query screen with the exception of Missing Claims which opens the Missing Superbills screen.

  • Missing Claims - Appointments that have been checked in or checked out but do not yet have a claim created
  • Missing Data - Claims that have been created but are missing a necessary piece of data that is required before the claim can be sent out
  • Ready for Processing - Claims that are currently ready to be sent out
  • Claim Issues - Claims that are failing some level of validation rules