How to Update Individual and Bulk Claim Status

You can either update the claim status when you enter an Explanation of Benefits or update it in bulk.

Updating Claim Statuses

1. Draft (claim has been created).
2. Submitted (claim has been submitted to the Insurer).
3. Approved (claim has been submitted to the Insurer, and an EOB has been received).
4. Rejected (claim has been submitted to the Insurer and rejected).
5. Paid (claim has been submitted to the Insurer, and payment has been received).

Updating Claim Statuses in Bulk

1. Click on the Billing icon (top left header).
2. Click on Claims in the sidebar.
3. Click on the Status in the sidebar.
4. Click Edit Claims.
5. Click the Switch of the Claims you want to Update.
6. Click Change Status.