Follow Up

The Dashboard gives you an overview of where you are with each step of the Claims process. Perform the following steps to navigate the Dashboard:

1. From the Transactions menu on the left side of the screen, click Dashboard.

The Dashboard screen will appear, as shown below.

1. Review the Practice section for items that need For each item listed, it gives the number of batches, the number individual items, and total dollar amount.
   • Open Encounters: Includes all Encounter Batches that have not been closed (includes batches marked RTC). Double-clicking on this item brings up the Encounters screen.
   • Open Payments: Includes all Payment/Adjustment Batches that have not been closed (includes batches marked RTC). Double-clicking on this item brings up the Payments & Adjustments screen.
   • Unsent Claim Runs: Appears in red to alert you to any Claim Runs that have not yet been sent via EDI Transfer. Double-clicking on this item brings up the Claim Runs screen.
   • Unacknowledged Claim Runs: Alerts you to Claim runs that have been sent via EDI Transfer, but have not yet been acknowledged by the clearing house. Double-clicking on this item brings up the Claim Runs screen where you can check the Claim Run dates to determine if action needs to be taken.
   • Review Claim Errors: Alerts you when there are Claim Errors that need reviewing. Double-clicking on this item brings up the Review Claim Errors screen.
   • Rejected/Failed Claim Runs: Appears in red to alert you to any claim runs that either failed or were rejected during EDI transmission.