OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 11 Processing Insurance Claims
Processing CMS 1500 Claims
Using the Batch History
Use the batch history to view the batches of claims submitted, view batch details, and
reopen claims within the batch. For information on searching for individual claims, go
to Searching for Insurance Claims on page 430. This section tells you how to use the
batch history function, including how
• To view insurance claim histories, 447
• To reprocess insurance claim batches, 448
To view insurance claim histories
Open the Third Party Processing window. For more information on opening
this window, go to Opening the Third Party Processing Window on page 429.
Click the Batch History icon.
Select a location from the Location drop-down menu, as needed.
Select an electronic receiver from the Receivers drop-down menu.
Narrow your search by typing beginning and ending dates in the Date
Submitted fields, as needed.
Click Search Batch History.
Claim batches matching your search criteria are displayed.
Click the Expand radio button to display the individual claims within the
batches, or click the Collapse radio button to hide the individual claims.
Click the + (plus) sign next to the date that you want to view.
Select a batch from the list and click Batch Detail.
The Batch Detail window opens and displays information about the batch of
claims.
OfficeMate Home Office User’s Guide 447