How to Use the All Claims Tab

The All Claims tab is your Apex user homepage, where you can easily review claim status details and quickly see if your claims have been sent out. Use the All Claims Tab to: 

• Verify that claims were successfully received by Apex.
• Check if your claims were sent to the insurance company by Apex.
• Determine what issues are keeping Apex from sending your claims.
• Review a claim for accuracy.

IMPORTANT: The All Claims tab functions differently for clients who create claims directly on the Apex website, instead of sending the claims to us from another software. These clients use the Apex Innovations service to add a batch manually before claim information populates on the All Claims tab.  

Jump to Section: [Verify that Apex Received Claims] [Check Claim Status] [View Batches] [Search Claims]

Verify that Apex Received Claims

Once you have sent claims to Apex, you should see a new batch at the top of the All Claims tab showing in either File Received or Active status.

[Back to Top]

Check Claim Status

When a batch has been fully imported, the current status of all the claims within the batch will display under one of the Claim Status columns. You can sort the data by any of the columns by clicking on the column header. 

NOTE: The Five Main Claim Statuses are: File Received, Ready, Failed, Duplicate and Processed. 

[Back to Top]

View Batches

You can use the All Claims tab to view batches sent to Apex within the last six months. You have the option to view batches from a drop-down list of date ranges or create a custom date range.

NOTE: Although the All Claims tab will only pull up batches from within the last six months, Apex keeps a record of every claim sent. You can find a claim that was sent over six months ago using the Claim Status Tab.

Select Date Range from the Drop-Down List The default date range is one month. Click inside the Date Range field to select a date range of one month, three months, six months, or custom.
Set Custom Date Range Enter Batch Start Date and Batch End Date to search for batches within a specific date range.
Show Entries Per Page Apex will display up to 10 batches per page by default. Click inside the Show Entries field to show 25, 50 or 100 entries per page.
Navigate Between Pages  Apex will indicate how many batches are currently displayed and how many are left to view at the bottom of the batch list. Use the buttons at the bottom left to navigate to the First Page, Previous Page, Next Page, Last Page, or a specific page number.

[Back to Top]

Search Claims

You can search by specific criteria without having to scroll through each batch listed. As you enter a patient name, batch name, payer name, or claim ID into the Search field, Apex will pull as-you-type results into the list. You can also click the Search Claims button to search by Claim Date Range and Claim Status.

[Back to Top]