CMD v10 Claim Tracker Overview

In this video, we will learn how to read

claim

statuses and how to view clearinghouse reports within the Claim Tracker screen. Claim Tracker allows you to monitor the status of your

claim

s to ensure they have been received by the payer. Any user with tracking permission can view and track complaints. Let's start. Click on the Claim section and then select Claim Tracker. From this screen enter your search criteria. You can search for claims by state, TCN, claim number, payer, and more, and then click search. The group by drop-down menu allows you to group your search results by shipping date, payer, patient, or provider.

Without any selection, the top line shows you the claim number, along with the date of service, the patient's name, and the claim amount. You can expand a specific claim to see more details. Expanding a line will show the dates the claim was submitted, as well as which payer it was submitted to. Here we can see that this claim was submitted twice electronically. The number shown here is the TCN number, which stands for "Transaction Control Number." The transaction control number acts as the shipping or tracking number for your submitted claims. If you expand further, it will show you all the status updates we have received from the clearinghouse and the payer regarding the claim.

Some status messages may be marked with a red exclamation mark that represents a warning or error. It is good practice to read these messages carefully as they help explain why the claim was rejected or denied. Right-clicking on messages will give you the option to open the patient or claim, create a task, and view associated reports. After you resolve any errors or warnings, you can mark them as resolved. You will be asked if you want to submit the claim. If you're ready, click Resubmit claim. Another feature that Claim Tracker offers is access to Clearinghouse reports. These reports are reports that CMD receives from the clearinghouse and the payer that contain information such as whether the payer received the claim, any other status updates, or any denials by the payer.

To view a clearinghouse report, expand the claim completely, right-click on any Information line, and select "view reports." If necessary, refine your search criteria and then select the report you want to open. Note that you must right-click on a line of information. Now that we've explained what you can do on the claims tracking screen, log in and try it for yourself. For step-by-step instructions, FAQs, and other how-to videos on the claims section, visit our Knowledge Center at help.collaboratemd.com. Thanks for watching!