Keeping track of paid claims

[Deleted]

Is there a way to run a report to see which insurance claims have been paid and which one are still pending. The claims report tells me the status of a claim...added to batch, written to batch, removed from batch, etc. The insurance receivables report tells me how much an insurance company owes. I just cant figure out a way to track which individual claims in a given month, have been submitted, but haven't been paid yet. Any help would be appreciated.

Thanks

[gracecrystalpm]

I can tell you how I used Crystal to help keep my insurance A/R current.

1. Insurance receivable report - anything for me that's past 30 days is considered old to me and required attention to check to see if this claim has ever been filed. I'd double click on a name until it reached the actual invoice. I make notes in the invoice notes - example: 8-1-14 VSP auth # 12345647 filed exam and contacts. If I see that, I know it's been filed and I can move on to the next claim. If it's a medical claim, I'd click on the CMS form and on the bottom right corner click printing history - and you can see if this claim has ever been filed (wrote to batch).

2. Every day, I'd run a claims report and before you generate the report, change the type to invoice status. This way it will give you a list of invoices created that day and give you status right there at the last column. The notes will also show here so I can easily see if I filed my vision claims as well.

3. this may not help as much but wanted to throw it out there - Multi day report - it will tell you how much you've gotten paid from the insurance companies.

Hope that was helpful.
Grace

[mitch]

Thanks. I will try that approach and see what happens. I appreciate the advise.