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  • 1. View Claim - The claim can be viewed to verify it is formatted correctly. You can print the claim on form paper from here.
  • 2. Balance History - A history of all charges, payments and adjustments with a running balance. It can be viewed and printed.
  • 3. View 837 Data - The electronic claim data, both professional and institutional, can be viewed for accuracy.
  • 4. Complete a Claim - Completing a claim transfers the balance and releases any subsequent claim or transfers the balance to the patient.
  • 5. Payment/Adjustment Line Item Posting - Entering the allowed and co-payments automatically calculates the payment for the claim.
  • 6. Payment/Adjustment Line Item Posting - Entering the allowed and co-payments automatically calculates the payment for the claim.