Accessing Invoices and Claims

Accessing all Invoices & Claims 

CareRight has covered all the aspects of billing, claiming, and receipting of different kinds of invoices very broadly.

The Invoices and Claims screen will display the current state and claim statuses for the following types of online claims:

Simply key in the search criteria and search:

You will then be provided results:


This interface can also be accessed location-based.

Why can't I see a global view (All Locations) any more? (6.79)

CareRight has been adjusted for better system performance. Larger organisations may have several thousand claims, which can degrade the user experience for all system users when this screen is accessed.


Accessing Invoices and Claims - Location-based

From the CareRight dashboard:

  1. In the Main Menu, click Location.
  2. Select the relevant location.
  3. Select Invoices & Claims from the menu.
  4. The Invoices and Claims Screen will display:
    1. The complete view of accounts for your practice/organisation. This will assist with daily debt management.
      Invoices & Claims - Location-based Interface
  5. From this screen you can also:
    1. Access all processed claims
    2. Manual ERA payments


List View  of Invoices 

  1. From the Invoices and Claims screen, click a value under a column to display a listing of relevant invoices.
    1. A list of invoices will appear.

                       

View Paid invoices with no claim

Invoice criteria must match the following:

- Healthfund  IHC claim

- Fully Paid

Any partially paid invoices will not show up in this view

Steps:

1. Dashboard

2. Invoices & Claims

3. Paid (with no claims)

4. Click Change Search Criteria to filter search by:

Search
Medical Provider

Location

Guarantor

Identifier
Patient

Invoice Between
Start
End
Amount Between
High
Low
Service Date Between
Start
End

5. Click Search