Unpaid Claims Report Instructions

Use the Unpaid Claims Report to list all unpaid insurance claims with detailed information so that the required follow-up work takes minimum effort and time and provides all the information needed to call the carrier and inquire on outstanding claims.  The report includes payment information on partially paid claims.  It can be sorted by insurance company and billed date to help identify certain electronic billing transaction errors and there is an option to just print on hold tickets.  This report can be printed at any time to follow up on claims.

Tips:

• For more information about running reports, see Print View.

• For more information about the buttons on the toolbar, see the Reporting Toolbar.

Directions:

To see directions for...

• Opening the Unpaid Claims Report Instructions, click More.

   

  1.  Click Reports from the Menu Bar.

  2.  Click Operating Reports.

  3.  Click Unpaid Claims Report.

   

  Unpaid Claims Report Window Example:

  

   

• Choosing the report selections, click More.

   

  Unpaid Claims Report Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Providers	Enter the Provider Codes to report. (up to 4 characters) Tips: To enter an individual provider, simply enter their provider code and press [TAB]. To enter a group of providers, enter the first provider code, followed by a comma (,) and the next provider code.  Continue in this fashion until the list of provider codes is complete. You can not enter a range of providers at this prompt. Or, to search for the appropriate provider code, click Search . Keyboard shortcut:  [CTRL + f].
  Locations	Enter the Location Codes to report. (up to 2 characters) Tips: To enter an individual location, simply enter their location code and press [TAB]. To enter a group of locations, enter the first location code, followed by a comma (,) and the next location code.  Continue in this fashion until the list of location codes is complete. You can not enter a range of locations at this prompt. Or, to search for the appropriate location code, click Search . Keyboard shortcut:  [CTRL + f].
  Departments	Enter the Department Codes to report. (up to 2 characters) Tips: To enter an individual department, simply enter their department code and press [TAB]. To enter a group of departments, enter the first department code, followed by a comma (,) and the next department code.  Continue in this fashion until the list of department codes is complete. You can not enter a range of departments at this prompt. Or, to search for the appropriate department code, click Search . Keyboard shortcut:  [CTRL + f].
  Insurances	Enter the patient Insurances to report. (up to 9 characters) Tips: To enter an individual insurance, simply enter the insurance code and press [TAB]. To enter a group of insurances, enter the first insurance code, followed by a comma (,) and the next insurance code.  Continue in this fashion until the list of insurance codes is complete. You can not enter a range of insurances at this prompt. Or, to search for the appropriate insurance code, click Search . Keyboard shortcut:  [CTRL + f].
  Groups	Enter the Group Codes for the account balance letters. (up to 4 characters) Tips: To enter an individual group, simply enter their group code and press [TAB]. To enter a group of group codes, enter the first group code, followed by a comma (,) and the next group code.  Continue in this fashion until the list of group codes is complete. You can not enter a range of groups at this prompt. Search is not active for this field.
  Form Types	To select the insurance Form Types to report, click to select the appropriate names listed. Tip: To quickly select or de-select all Form Types, click Check All .
  Include Private	To include patient private balances on the report, click Yes in the drop-down list. Or, to omit patient private balances on the report, click No in the drop-down list.
  Include Collection	To tickets sent to collections on the report, click Yes in the drop-down list. Or, to omit tickets out to collections, click No in the drop-down list.
  Sort By	To specify the sort criteria for the report, click up to three choices. Sort Options: Provider Location Department Insurance Patient # Patient Name Guarantor # Guarantor Name Assignment Service Date Bill Date Post Date Group #
  Patients	To limit the report to a range of patient accounts, enter the beginning Patient Account Number. (6.0 numeric) Tip:  To include all, please leave blank.
  	To limit the report to a range of patient accounts, enter the ending Patient Account Number. (6.0 numeric) Tip:  To include all, please leave blank.
  Balances	To limit the report to a range of ticket balances, enter the minimum ticket balance to report.  For example, to report balances between $10 and $200, enter 10 and 200. (6.2 numeric) Tip:  To include all ticket balances, please leave blank.
  	To limit the report to a range of ticket balances, enter the maximum balance to report. (6.2 numeric) Tip:  To include all ticket balances, please leave blank.
  Service Dates	To limit information to a range of ticket service dates, enter the beginning service date. (mmddccyy, slashes and century optional) Tip:  To include all, please leave blank.
  Service Dates	To limit the report information to a range of ticket service dates, enter the ending service date. (mmddccyy, slashes and century optional) Tip:  To include all, please leave blank.
  Billing Dates	To limit information to a range of ticket billing dates, enter the beginning billing date. (mmddccyy, slashes and century optional) Tip:  To include all, please leave blank.
  	To limit the report information to a range of ticket billing dates, enter the ending billing date. (mmddccyy, slashes and century optional) Tip:  To include all, please leave blank.
  Posting Dates	To limit the report information to a range of ticket posting dates, enter the beginning posting date. (mmddccyy, slashes and century optional) Tip:  To include all, please leave blank.
  	To limit the report information to a range of ticket posting dates, enter the ending posting date. (mmddccyy, slashes and century optional) Tip:  To include all, please leave blank.
  Accept Assignment	To include only patient responsible balances and exclude balances for insurances, set Accept Assignment to No Only. To include only insurance balances and exclude patient balances, set Accept Assignment to Yes Only. To include both patient and insurance balances, set Accept Assignment to Both.
  Credit Balance Accounts	To include patient accounts with credit balances, click Yes in the drop-down list. To omit patient accounts with credit balances, click No in the drop-down list.
  Zero Balance Accounts	To include patient accounts with zero balances, click Yes in the drop-down list. To omit patient accounts with zero balances, click No in the drop-down list.
  Open Tickets Only	To include only patient accounts with open tickets, click Yes in the drop-down list. Or, to include all patient tickets, click No in the drop-down list.
  On-Hold Tickets Only	To include patient accounts with on-hold tickets only, click Yes in the drop-down list. Or, to include all patient tickets, click No in the drop-down list.
  Insurance Information	To include insurance information with tickets, click Yes in the drop-down list. Or, to omit the insurance information on the report, click No in the drop-down list.
  Selected Sort Options	Displays the selected sort options for your reference.
  Totals After	To print totals by the sort criteria selected, click to select this box. To omit printing totals, leave this box blank. Note:  There are 3 totals available.  Totals are based on sort criteria selected.  For example, if you select to sort by providers, locations and insurances, the totals will reflect that.
  Exclude Payment Codes	To exclude certain payment codes from the report, click Yes in the drop-down list. To include all payment codes on the report, click No in the drop-down list.
  Codes	Enter up to four payment codes to exclude from the report, if applicable. (up to 6 characters) Note:  To search for the appropriate payment code, click Search . Keyboard shortcut:  [CTRL + f].
  Tracer Format	To print a Tracer format, click Yes in the drop-down list. To omit printing the Tracer format, click No in the drop-down list.
  Open Amt	To limit the report to open amounts, click Yes in the drop-down list. To report all amounts, click No  in the drop-down list.
  	To print a test pattern to check the alignment of the printer, click Align. To skip printing a test pattern to check the alignment of the printer, press [TAB]. Note:   This option is only active, if you select Tracer Format.
  	Displays the default printer number.  For more information, see Printing Options.
  	To run the routine, click Print or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To escape from the routine, click Cancel. Keyboard shortcut:  [ALT + c] Tip:  Or, click Close .

   

• Report Sample(s), click More.

   

  To see an example of the report, click Unpaid Claims Report Sample.