View Claim History

You can view the claim history for treatment records from the General, Treatment, or Insurance Payment tab.

To view the claim history:

  1. Select a patient and open the Transactions module.
  2. Locate a record.

    1. Click the General tab > Transaction History, Pending, or Unapproved sub-tab.

    2. Review the listed entries.

    1. Click the Treatment tab > Treatments or Planned sub-tab.
    2. Review the listed planned or in process and completed treatments.

    1. Click the Insurance Payment tab > Ins. Payments (All) sub-tab.

    2. Review the listed entries.

  3. Right-click a listed entry and select Claim History to display the Claim History window.
  4. Select a listed entry and review the fields as necessary.
  5. (Optional) To print the history, click Print Copy.

    6. Tip: If the claim was previously dropped to paper and printed, you can also click Reprint.