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    Summary Page
    • 27 Feb 2025
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    Contents

    Summary Page

    • Updated on 27 Feb 2025
    • 1 Minute to read
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    • Dark
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    • PDF
    Article summary

    Click on Summary Page in the left-hand navigation to access the Summary Page.

    The Summary Page provides an overview of the account. Checking this page upon logging in ensures that no important information is missed.

    • Account Overview - This section displays key statuses, including rejected claims, ERA, pending approvals, and open tickets. Click on any status for more details. Depending on the selection, users will be directed to either the Manage Claims or Support Tickets page for further actions.
    • Recent Logins - Displays recent user logins, including IP addresses and login times.
    • User Access - Standard users can view only their own login activity, while administrators can access all user login information.
    • Important Messages - This section should be checked daily for updates from payers or Claim.MD. Messages may include information about upcoming holidays, system notices, or payer transmission errors. Messages are customized per organization to ensure relevance.
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