For more details on creating claims, see this article for a full breakdown.

For all claim statuses, select the View Details action to open the review claim screen. Use this to reference the sessions and other billing codes submitted for a specific claim.

For any reason a user decides voiding a claim is necessary, this can be done by selecting the Void Claim action. This is available for Queued, Submitted, Rejected, and Paid Claims.

For Claims that have been Rejected by a Clearinghouse, you have the option to Edit Claim and Resubmit from the Actions panel after reviewing Rejection reasons. Follow the Edit Claim prompts to fix any rejection reasons and resubmit the claim.

You can create a replacement for a denied claim that has been voided.  This new claim will be populated with the information from the original claim so you can easily make the needed adjustments.  

Note that the Submit Claim button will be grayed out and you will not be able to proceed until the information has been modified.

 For Adjudicated and Approved Claims, you can select the action to View EOB. This feature allows you to view the service details and review the Amount Billed for a service, the Insurance Adjustment amount, the Amount Paid by insurance, as well as the client's responsibility amount. 

You can download, print, or email the EOB from the left hand side of this view.  In the Email drop down menu, you can select and add recipients, as well as an attached message, and even add a password to the generated PDF for added security.

The following is a table of actions you can take depending on the current claim status. Green check marks denote that an action can be taken under the given claims status, and red x marks denote that an action cannot be taken under said status.

Claim Status	Create Claim	Edit Claim	Void Claim	Create Replacement	View Details	View EOB
Ready to Submit
Queued
Submitted
Corrected
Rejected
Approved
Deductible
Denied
Voided
Replacement