The first step, when using the Claim Status Tab, is knowing how to search for the claim(s).
Make sure that the date range you are searching is correct. Begin by checking the type of search you want to perform by selecting either the Submission Date box (which will search by the date the claim was submitted to Apex EDI) or the Service Date box (which searches for the claim's date of service.
Once that has been selected, go to the next box on the right labeled Date Range. This will give you 5 options to choose from:
- Last Month
- Last 3 Months
- Last 6 Months
- Last Year
By selecting one of these options, you are giving the Claim Status tab permission to search for any claim meeting this date range criteria.
The final area of note is the Start Date and Stop Date boxes. This allows you to manually enter any dates that you are looking for. To use this you can either click on the line and type in the date:
Or you can click on the Calendar Icon and select which date you are wanting.
Once the date is set, the last area (for a simple search) is to put in the patient name at the top.
Then click the Search button and all associated claims will appear.
If you are wanting to search with more specifics, after you've entered the date range information shown above, then you will want to click the Advanced Search option in blue located next to the Search button.
In this view you will be able to search for claims under more specific parameters. You can enter in the claim information directly into one of the empty fields.
You can search for all claims sent by a specific provider.
You can even search for the claim based on the status from either Apex or the Payer.
You'll then click the Submit button and all the claims meeting that criteria will pull up for you to view. Once the search is submitted, it will pull up all claims that meet the search criteria.
If you click anywhere on the patient line, it will then create a dropdown detailing all the statuses of the claim.
This will break down any rejection messages received, or any other status updates Apex has received from the insurance. To better understand the statuses listed, click here.
The patient shown on this page is only an example and does not represent actual patient information.