Edit Claim - Status History Tab

On the Claim, 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.
  2. Custom Track Status: Click the dropdown to select a status.
  3. Error Code: Click the dropdown to select an error code. The long description of the error code displays in the text box below the dropdown.
    Note: To require an error code, check the preference in Family Module Preferences.
  4. Note: Optionally add a note that will show in the Log Note column. Right click to Quick Paste Notes. Notes can be added or edited later by double clicking on claim tracking status.
  5. Click Update to save.