I need to be able to print LIST of claims not sent yet...How??
there may be a few ways to do this.
first one is BY FAR the easiest just by adding all the claims to batch and hit "save batch to file". Save to (wherever you need to find it) and make sure you add the.csv at the end of the file name. this gives you an excel list of names and types of claims with notes made.
second way requires you knowing which insurances and dates you sent vs. didn't send. You can sort the report by the <30, 30, 60, 90, 120 in the insurance pending. This is where i find all the insurances that never made it to e-claims by checking the claim printing report in each cms form not paid yet...this is a great way to fix issues but a dangerously close to timely filing game that you should NEVER need to play if everything was done right the first time. (Helpful hint, if it's "blue" it may not have been added to e-claims.) Any invoice that is edited does not AUTOMATICALLY goes into e-claims. Opticians have to add manually. This is why I have the prompt set up for any edited invoice to be reviewed. It almost cost us $10,000 if I had not caught in time and it allowed me to train my staff on the WHY, not just the HOW to do something right the first time.
There is no "insurance NOT submitted report" or a way to sort by submitted or not. This is the only ways I have found to look for these items.
Good luck. It took me 3 months to fix this issue when I came back to work after a VERY LONG medical leave. (4 months) Their revenue dropped by 300% in those 4 months due to editing errors and billing incorrect insurance.
The note about email me direct if you have a issue needing a quick fix or a work around until resolved still stands. I love this software and stayed at my former employer longer than I would have if it wasn't for the software and help I could provide to Feel free to contact me directly if you have any questions you think i might be able to answer.