After the document has been finalized, the claim information is automatically transmitted to In Touch Biller PRO for claim submission.
When the document appears in the Patient Dashboard, it will include a dollar sign that will allow users to review what the claim details are for that completed document.
A pop-up appears that will show the details of the claim.
To make it easier for billers to find the claim details for multiple patients and dates, view the Claim Summary by following these steps:
The Claim Summary page will appear. The users can use the filters providers to search for a particular patient or dates.
- First Name or Last Name - The name search is case sensitive. Make sure that all entries are in capital letters.
- Start Date and End Date - This system will automatically provide an end date once an start date is entered. The time frame is defaulted to 30 days from the start date.
- Rendering Provider - If the user is only looking for claims finalized only by a particular provider.
- Document Type - users can also filter the search to show only documents of a particular type.
- Provider status - filter the result to show only documents finalized by a provider that is either active or Inactive
- ICD 10 - search claims with the ICD 10 associated with it.
Once the system is able to display the information, the user can view the information that appears exactly on the Claim Review section when the clinician finalized the document
The user will have the option to print or download the claim information in a PDF format by clicking the Export Summary Button
This is an example of the PDF File from the claim summary page.