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Managing Incomplete Claims

Claims can be marked as incomplete for multiple reasons. The easiest way to identify why a claim is marked as incomplete is to mark it as complete then trying to save the claim.

Follow the instructions below to identify why a claim is incomplete:
  1. Go to the Claim section of the application and search for the claim. 
  2. Once the claim is opened, under the Claim tab, check the Claim is complete box and then click on the Save button. 
  3. A dialog window will open providing you with additional information as to why the claim is incomplete, if applicable. 
  4. Please read and follow the instructions displayed.
Once you've updated the incomplete information, please return to the claim and mark it as complete again. 

Follow the instructions below to identify your incomplete claims:
  1. Go to the Reports section. 
  2. Click on the Central Business Intelligence tab. 
  3. Click on the Report Viewer sub-tab. 
  4. Type "Incomplete Claims Report" within the Report Search bar.
  5. Double click on the Incomplete Claims Report.
  6. Select your date range and any other filters.
  7. Click OK.
Tip(s):
  • If the patient's record is incomplete and you're unsure why, please check the Record is Complete box within the Patient section > Patient tab. Once this box is checked, Save the patient's record. A dialog window will open informing you as to why the patient is incomplete. Make the necessary changes and Save your changes.