Before you start: The Claims page shows for Director and Billing Liaison accounts. Viewer accounts see the Dashboard and QA Flags only.
What portal users see
When a portal user clicks Claims in the portal menu, they see every claim tied to their agency, newest first, 25 per page. Each row shows:
- Incident # - the incident number from the source report.
- Patient - patient last name, first name.
- Date - the call date.
- Payer - the insurance company the claim is billed to.
- Status - where the claim is in the billing process.
- QA Flags - how many quality audit flags have been raised on the claim. The count shows in an orange pill when there are any. Check the QA Flags page to see which are still open.
What portal users cannot do
The portal is read-only. Portal users cannot:
- Edit any claim information.
- Submit or transmit claims.
- Resolve QA flags. That is only possible in the full Billing app from the QA work queue.
The claims list shows no dollar amounts. Balance and payment summaries appear on the portal Dashboard.
Example
An agency director signs into the portal on Monday morning. The list already shows the newest runs first: four of the last five claims are in Submitted status with zero flags, and one has two flags. They know that claim needs someone at the agency to look at the report in their charting software, and they can follow up with the crew before the billing team has to chase it.
Tips
- Pay attention to claims with QA flags. A quick fix on the agency side, like completing a signature or adding a missing narrative, can clear the flag and keep the claim moving.
- Open QA Flags in the portal menu to see each flag's code, severity, description, and whether it has been resolved.