Claim Status Activity Worklist
Claim Status Activity WorklistThis section of the page contains multiple fields that you may use to filter the pool of submitted Claim Status Inquiries. When the page is initially accessed from the menu, inquiries made within the past 24 hours or 1 day is defaulted in order to display the most recent inquiries made. Changing any of the values in the fields and clicking Search will refresh the page with the new list of inquiries displayed in the lower portion.
Requested within the last ____ days: Entering a value in this field will limit the returned inquiries to only inquiries made within the specified number of 24 hour periods. For example, if you open this page at 9:00 AM Friday and enter 2 in this field then click Search, the results will display inquiries made in the past 48 hours which translates to inquiries made after 9:00 AM on Wednesday. The value entered in this field must be greater than 0, and will be defaulted to 1. NOTE: this field cannot be used in combination with the "Date Inquiry Sent" field.
Client Last Name: Entering the last name of a client will limit the returned requests to only inquiries made for clients where the last name in the database exactly matches what was typed. For example, to find "JOHN SMITH JR." you would need to enter "SMITH JR." in this search field.
Patient Control Number : Entering the Patient Control Number will limit the returned inquiries to only those where the Patient Control Number exactly matches what was typed. Since this is not a required value when submitting an inquiry, this may not be a useful field to return the desired inquiries.
Client ID : Entering the Client ID will limit the returned inquiries to only inquiries made for that exact value.
Date Inquiry Sent: To retrieve inquiries made on a specific date, enter the date here. The format should be: MM/DD/YYYY or may be selected from a calendar by clicking the calendar drop-down button. NOTE: this field cannot be used in combination with the "Requested within the last ____ days" field.
Dates of Service (From/To): Entering both a From and To date will return all inquiries where the services were rendered on or between the From and To date values. Entering solely a From Date will result in a subset of claim inquiries where services were rendered on that date only. The format for each date should be: MM/DD/YYYY or may be selected from a calendar by clicking the calendar drop-down button.
Status: Select one of the available values (Sent, Received, Viewed, Worked) to limit the returned requests. SENT = Request has been sent but no response received from the payer. RECEIVED = Response has been received from the payer but not viewed by the user. VIEWED = Response has been viewed by the user. WORKED = Response has been viewed and any necessary follow-up has been completed.
Show all transactions/Show just my transactions: Selecting "all transactions" will return all Claim Status Inquiries for users of your facility(s). Selecting "just my transactions" will return only the Claim Status Inquiries created by you, the current user.
This section of the page contains a table listing the Claim Status Inquiries that match the filtering criteria as defined in the above section. With minimal criteria, this list could become quite lengthy. Therefore, the default displays inquiries made within the past 24 hours. As soon as an Inquiry is submitted, it will be displayed at the top of this list with a Status of 'Sent', as inquiries are displayed in descending order of when they were submitted.
Name: This value is the Client Name in the following format: "Last Name, First Name Middle Initial". Once a response has been received for an inquiry, the name will be underlined as a hyperlink. Clicking the hyperlink will open the details of that response.
Patient Control #: If the Patient Control Number was entered at the time of the inquiry, it will be displayed here; otherwise, the field will remain blank.
Client ID: The Client ID associated with the Client name for which the inquiry was made.
Date Sent: The date and time when the Inquiry was sent to the payer.
Dates of Service: Each inquiry must have a range of dates on which services were rendered. If only a From Date was entered, it will be displayed as both ends of the date range. For example, if the inquiry were entered for 8/30/2002, this field would contain "08/30/2002 - 08/30/2002".
Status: SENT = Request has been sent but no response received from the payer. RECEIVED = Response has been received from the payer but not viewed by the user. VIEWED = Response has been viewed by the user. WORKED = Response has been viewed and necessary follow-up has been completed.
