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JulieFranco
Canine II

Need a report that shows claims on hold

I have been told that Practice Works can not generate a report that shows claims that have been put on hold. This is really important and needed.

4 Replies
Moderator
Moderator

Re: Need a report that shows claims on hold

I've been trying to find a way to do this for most of this morning without luck. I'm not finding a variable field associated with the "hold" status on claims to reference in an expert and practiceworks doesn't actually create a claim to track until it's taken off hold. I'm tagging @tyson_edwards to see if he has any ideas.

cabaa99
Canine III

Re: Need a report that shows claims on hold

I strongly second the need for this report. It's just out of luck that we discover check outs that have claims/procedures placed on Hold and forgotten. These are dollar left on the table! It's too easy to put stuff on hold and forget. There needs to be a report to audit this.

Please prioritize this for your next release. I'm sure many users don't even know this is happening to them and will benefit right away ($$). 

BM
Canine II

Re: Need a report that shows claims on hold

I suggested this years ago - long before I ever joined TheExchange. Even if they were to add a checkbox to the "Insurance Claims" report, that should serve the purpose (without having to create a brand new report).
sonyap
Premolar III

Re: Need a report that shows claims on hold

See subject "Procedure on hold" by kpratt in 2017.  Was sent to development then, but still hasn't been added.

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