help_bullet_title.gif Real Time Professional Claim Response Activity Worklist

Search Criteria Region

This section of the page contains multiple fields that you may use to filter the pool of submitted Professional Real Time claims. 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 claims displayed in the lower portion.

Requested within the last ____ days: Entering a value in this field will limit the returned claims to only those created 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 claims entered in the past 48 hours which translates to claims entered 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 Request Sent" field.

Client Last Name: Entering the last name of a client will limit the returned claims to only claims entered 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 claims to only those where the Patient Control Number exactly matches what was typed.

Client ID : Entering the Client ID will limit the returned claims to only claims entered made for that exact value.

Submission Reason: Selecting a Submission Reason (Original, Replaced, or Void) will limit the returned claims to only claims with the exact value.

Date Request Sent: To retrieve claims entered 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 pop-up 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 claims 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 claims 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 pop-up button.

Status: Select one of the available values (Sent, Received, Viewed, Worked) to limit the returned claims. SENT = Claim has been sent but no response received from the payer. RECEIVED = Claim 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 Professional Real Time Claim Claims entered for users of your facility(s). Selecting "just my transactions" will return only the Professional Real Time Claims entered by you, the current user.

Inquiry/Response Region

This section of the page contains a table listing the Professional Real Time Claims that match the filtering criteria as defined in the above section. With minimal criteria, this list could become quite lengthy which is why there is a default of displaying claims entered within the past 24 hours. Claims 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". The name is underlined as a hyperlink. Clicking the hyperlink opens the details of that response.  

Patient Control #: The Patient Control Number as entered on the claim.

Client ID: The Client ID associated with the Client name for which the claim was created.

Submission Reason: The Submission Reason (Original, Replaced, or Void) of the claim.

Date Sent: The date and time when the claim was sent to the payer.

Dates of Service: The claim's "From" and "To" dates of service.

Status: SENT = Claim 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.