How to View Claims At A Patient Level

Users can view claims and the status by following the below steps:

Go to 'Patient' > 'Financial' > 'Insurance'. See below:

From within this section, the user will be able to see the clinician that sent the claim, the provider, the care plan, the claim reference, the treatment date, the date claimed, the purchased item, the tooth if applicable, any notes attached the amount and the status of the claim.