How do I read the claims list?

Every claim your office has ever filed lives in one table, and a biller spends more of the day here than anywhere else.

The four numbers at the top are the shortest summary of your business: how many claims you are looking at, how many need attention, what has been written off, and what is still outstanding. Narrow the list and all four change with it, so they always describe exactly what is on screen.

The banners appear only when something needs doing, so a quiet page here is good news. Each one carries an arrow that takes you straight to the narrowed list it is talking about.

Each row reads left to right like a sentence. The claim number, the payer, then the status, which is the column your eye should go to first every morning. A status in red, ending in “needs your attention,” is asking you for help. Grey and blue statuses are only telling you where a claim is.

Then: who it was filed under, the denial code if there is one, and the source, which says how the claim came to exist. Manual, agent, bill import, PDF ingest, or legacy. No row on this list is a mystery.

The money columns always read in the same order: underpaid, billed, paid, write-off, patient owes, balance.

Every heading is also a sort button, and the filter row above lets you ask the list a question. Save that question as a view.