How do I access records of insurance payments that have been denied?

The Denial Report feature allows users to retrieve records of insurance payments that have been rejected, providing a clear overview of denied claims. Follow the steps below to generate, view, and manage these reports.

Steps to Generate the Denial Report:

Step 1: Begin by logging into the application with your username and password.

Step 2: Once logged in, go to the Reports section and select Denial Report from the list of available report types.

Step 3: You will need to define the period for which you want to generate the report. Select the From Date and To Date from the calendar to specify the range of service dates.

Step 4: From the dropdown menus, select:

• Payer: Choose the insurance payer whose denied claims you want to view.
• Account Type: Select the type of account (e.g., private, Medicare, etc.).
• Office: Choose the specific office for which you want the report to generate records.

Step 5: After selecting all the required options, click on the Preview Results button. The report will be generated based on the selected criteria and display the list of denied insurance payments.

Note: Once the report is generated, users can:

• Download: Save the report as a file for future reference.
• Email or Fax: Send the report to the necessary recipients directly from the application.
• Print: Click on the Print Report button to print the denial report immediately.

Step 6: By using the Print Report button, users can quickly generate a printed copy of the denial report, making it convenient to manage rejected insurance payment records.