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Overview: Billing and Claims

How to view, track, and export billing information.

Updated yesterday

Gain more control over billing—track service codes, review shift times, and generate batch claims for submission.

Accessing the claims dashboard

  1. Click Finance in the left menu

  2. Click Claims in the left menu

  3. Click Dashboard in the slide-out menu

The Dashboard displays a high-level overview of codes, service records, and finances, including:

  • Financial Overview: shows the total dollar amount of services by status (Ready to Bill, Billed, Paid, Re-Billed, or Rejected)

  • Status Overview: shows the number of services in each status

  • Rejected Records: lists service records that were rejected

  • Budget Overview: shows the total and used amounts of budget and breaks it down by code

Accessing the claims table

  1. Click Finance in the left menu

  2. Click Claims in the left menu

  3. Click Claims in the slide-out menu

The Claims table displays the comprehensive list of claims within a selected date range. Each row displays the client name, service code, and usage. Click any row to drill into detailed event times. Hover over the times to view the date associated.

Choose which columns to display in the table by clicking the Fields button. You can choose from general fields and all active custom fields created for Clients, Staff, or the Account Profile. Any changes you make to the columns will automatically be applied across Service Records, Claims, and Batch Claims.

How to export claim records:

  1. Select the date range

  2. Filter down the table further if desired (filter by Service Codes, Clients, and/or Staff Member)

  3. Click Export All or check the boxes next to each claim you want to export and then click Export

  4. Edit the header names if desired

  5. Click Export

This exported data can be submitted to payers and used for review and documentation purposes.

Note: While dates do not display in the row initially, they will appear in the exported file.

Accessing the service records table

  • Click Finance in the left menu

  • Click Claims in the left menu

  • Click Service Records in the slide-out menu

The Service Records table displays the comprehensive list of all services run within a selected date range. Filter the table further by Service Codes, Clients, or Staff or use the search bar.

Choose which columns to display in the table by clicking the Fields button. You can choose from general fields and all active custom fields created for Clients, Staff, or the Account Profile. Any changes you make to the columns will automatically be applied across Service Records, Claims, and Batch Claims.

How to export service records:

  1. Select the date range

  2. Filter down the table further if desired

  3. Click Export All or check the boxes next to each service you want to export and then click Export

  4. Select the format: XLSX or CSV

  5. Edit the header names if desired

  6. Click Export

This data is useful for spot-checking, reconciling entries prior to claim creation, and for audit purposes.

Batched claims

Batched claims are useful for organizing claims before pushing them into external billing systems.

To create a batched claim for grouped submission:

  1. Click Finance in the left menu

  2. Click Claims in the left menu

  3. Click Claims in the slide-out menu

  4. Click Create New > Batch Claims

  5. Select the date range

  6. Filter down by Payer and/or Clients

  7. Click Create Batch

  8. Add a Claim Batch Label

  9. Click Save

To view batched claims:

  1. Click Finance in the left menu

  2. Click Claims in the left menu

  3. Click Batched Claims in the slide-out menu

  4. Find the batch and click View Batch

Batches are saved and viewable by date of creation and client name.

Questions about using Claims Management?

Related Articles
Claims Management
Adding Payers, Service Codes, and Budgets
Setting Up Transportation
Correcting Shifts
Adding Custom Fields to Billing Reports
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