For Canada users, in the Manage Module, click Send Claims.
Canadian insurance claims can be managed on the Insurance Claims window. Claims cannot be sent as a batch in Canada. See Canada Claims.
For a full description of all buttons and columns, see Send Claims. Below is detail on features specific to Canada.
- Outstanding: Request outstanding transactions (ROT) from the default clearinghouse. See Retrieve Reports below.
- Payment Rec: Get payment reconciliation transactions for a specific carrier, billing and treating provider. This report is not used often.
Retrieve Reports (ROT - Outstanding Transaction Requests)
Click Outstanding to retrieve reports.
Users are alerted of outstanding transactions (mailbox items) when sending claims. Retrieving them is optional and does not affect patient accounts.
If a user is notified of outstanding transactions upon sending a claim, and would like to retrieve them, they should use these options (in any order):
- Version 2 select this option and the appropriate Office Number then click OK.
- Version 4: this option is no longer used as it is incompatible with ITRANS 2.0.
- Version 4 To Specific Carrier (not commonly used): select this option, a Carrier from the list, and the appropriate Office Number then click OK.
Please be patient and wait for responses to show. When each step is complete, a dialog with the word "Done." will show.
: Changes a sent claim status to Waiting to Send
- Does not reverse sent claims. See Reversals section in Canada Claims for more information.
- A record of sent or printed claims are available in the History grid. Double-click a row to view sent and received information.