Tuesday, January 13, 2015

Displaying Claim Status Notes

It's important to generate the Insurance Claim Aging Report to follow up on outstanding claims and make sure none of your claims are going unpaid. You can view claim status notes on the Insurance Aging Report so that when you generate the report, you have complete information about each claim.

To display claim status notes on the Insurance Aging Report:

  1. From the Office Manager, click Reports > Ledger > Insurance Aging Report. The Insurance Claim Aging Report dialog box appears.


  2. Set up the report as your normally would.
  3. Check the Print Status Notes option.
  4. Click OK. The report will be generated and all status notes entered for each claim will be listed below that claim on the report.
Not using claim status notes? See our Entering Insurance Claim Status Notes tip, to learn how to get started.

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