A. Manage AR Ledger with Claim Wise Option: Click the Claim Wise Tab.


See below the steps to manage claim(s):

  1. Sort by (1) selection - Select one of the options to filter the data.
  2. Make a selection from the list like patient or provider or other filter.
  3. Select date range.
  4. CPT codes.
  5. Aging Status.
  6. Zero paid toggle.
  7. Click the View button


B. Claim Wise AR-Legder data table - See below the information available in the table.

  1. Claim - Click the claim number to view the claim. 
  2. Patient Name - Click the name to view the patient profile.
  3. Payor Name
  4. The date range
  5. Allowed amount
  6. Paid amount
  7. Adjustment
  8. Balance amount
  9. Billed date
  10. Note - If a note is added to the claim, the icon color will be colored. Click the icon to view the added note.
  11. Action - Click to add any comment.


C. Drop-Down Selection - Select the claims using the checkbox(s) use the drop-down option and click the OK button.