Issue Tagging

  • Updated

If your organization is running into issues with claims processing while submitting and following up on claims, your best option is to tag each claim with an issue. This can be done from the Patient > Insurance Billing > Claims page by clicking Add Issue. Click here to learn more. 

This will be especially important for claims that are over 30 days outstanding. You can report on current claim issues using the A/R Report. This report gives a snapshot of what issues are causing the most problems and holding up payments. 

A/R Report

Let's review a quick way to report on issues by A/R. 

  1. From Reporting, select the AR Report (Insurance).
  2. Change the reporting specifications to match the below screenshot. 
  3. This will allow us to see which patients are tagged with each issue and how much money is associated with these issues as well.

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