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Edit Claim - Status History Tab

On the Edit Claim window, Status History tab, record data about a claim. For example, track why a claim is not sent, why processing may be delayed, etc. Log entries are created each time claim status changes.

This information does not show on printed claims or e-claims.


Add a Custom Track Status / Error Code

  1. Click Add.



  1. Click the Custom Track Status dropdown to select a status. The options available are those setup in Definitions, Claim Custom Tracking.
  2. Click the Error Code dropdown to select an error code. The long description of the error code displays in the text box below the dropdown. The options available are those setup in Definitions, Claim Error Code.
    Note: To require an error code, check the preference in Family Module Preferences.
  3. Optionally add a note that will show in the Log Note column. Right click to add a Quick Paste Note. See Text Boxes with Right Click Options.
  4. Click Update to save.

 

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