Live Claims Feed
Live Claims Feed is the main work list for insurance claims. Filter by patient, date, CPT, or status; open a claim to enter ICD and CPT; submit electronic claims one at a time or in a batch; and send balances to patient statements when needed.
Filter Options
Provider
From Date
To Date
Claim Number
Patient Name
CPT Code
Claim Status
| RULES | Claim Number | Patient | Date of Service | Provider | Payer | Status | Amount |
|---|---|---|---|---|---|---|---|
| No claims found. | |||||||
What You Do on Live Claims
Find draft and ready claims, finish coding, fix validation rules, submit to the clearinghouse, watch insurance statuses, and open claim details. Soft-delete is usually limited to Draft or Ready claims.
Filters
Narrow by provider, date range, claim number, patient name, CPT code, claim status, and related options such as test denial when shown. Always confirm practice and location in the header.
Open and Edit a Claim
Open Billing Details from a row. Enter ICD-10 diagnoses, CPT lines (units, charges, modifiers), providers, place of service, and member IDs. Save until status is Ready. Editing after submission is limited—Draft, Ready, and Rejected are the usual editable statuses.
Submit the Electronic Claim (EDI 837)
When rules pass, submit one claim or a batch. The practice clearinghouse (such as ClaimMD or SecureConnect) must be configured. You may generate a test file without sending. Resubmission or void needs the correct claim frequency and often the payer’s original claim number.
Statuses on This List
Use the Claim Status filter for Draft, Ready, Submitted, Accepted, ERA Received, Paid In Full, Balance Due, Bill Secondary Insurance, ERA Denied, Rejected, and related labels. Secondary insurance has its own status when used.
No Claims Found
Widen filters or date range. Confirm Insurance check-in created a draft (Self Pay and some subscriptions do not). Confirm the correct practice is selected.