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tsalcido
CS Dental Employee
CS Dental Employee

Did you know this tip...Seeing all claims in the payment window

If you wanted to pull up a closed claim to apply a payment, how can you find the claim?

Create a new payment for insurance

In the claim field type a " %". This will pull up all the claims open or closed.

Example:

Currently open claims unpaid.

tsalcido_6-1674517677965.png

 

Now use the % to see all claims. The second claim has already been paid ( closed).

tsalcido_5-1674517651785.png

 

 

Thank you DP and AL for the tip!

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