I would like to run a report of claim status. Be able to filter it by status type (sent, rejected, warning, esent, received...), by patient, by insurance carrier, and then by clinic. This report would help to identify which claims need to be sent to insurance, or resubmitted to insurance. I know I can find warning and rejected in the office manager but it would be easier to run a report instead of trying to find it in the office manager.
Thank you for the recommendation, we are always looking for ways to improve the product. we will consider this for a potential future release.
There are current reports in the office manager, which can help you obtain the information you are looking for. Office Manager \ Reports \ Ledger \ Insurance claims to process, Insurance aging, Secondary claims not created, etc.. if you need assistance with these reports, we do encourage you to contact support.