Claim Lists

Updated on 03 Mar 2025
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A Claim List in Claim.MD is a compilation of claims displayed based on the specific page or section you are currently viewing. This list is accessible wherever a View Claims button is available. Key locations where you can find claim lists include:

Upload Files page (under Recent Uploads)
Manage Claims page (including subsections like Rejected Claims, Pending Approval, and Response/ERA Alerts)
Search results

Essentially, a Claim List provides a comprehensive view of claims relevant to your selected workflow or section within the software.

Adding Additional Columns for Viewing and Sorting Claims

In the top-right corner of a Claim List, you'll find the Settings icon . Clicking this icon opens the Select Fields to Show in Claim Grid window.

Select or deselect the checkboxes next to the desired fields to add or remove them from the Claim List.
Click Save once you have selected the desired fields.

Reset To Default
The Reset To Default button resets the selected fields in the claim grid to the six default fields:
Patient Account #, Payer Name, Insured ID, First Date of Service / Statement From Date, Total Charge, Billing Provider Name

Selected Fields Saved by User
The selected fields in the claim grid are saved on a per-user basis, not at the account level. This allows each user to view and export their own customized claim list.

Field Name	Definition
Patient Account #	Unique identifier assigned to an individual patient by the provider / biller for billing and administrative purposes.
Patient Birth Date	The date of birth of the patient, crucial for accurately processing medical claims and determining eligibility.
Patient Sex	The gender of the patient (e.g., Male, Female, Other) for demographic information and insurance verification.
Patient Address 1	The primary address of the patient where correspondence and bills are sent.
Patient City	The city associated with the patient's primary address.
Patient State	The state associated with the patient's primary address.
Patient Zip	The postal code corresponding to the patient's primary address.
Payer ID	A unique identifier assigned to a healthcare payer, facilitating claims processing and coordination of benefits.
Payer Name	The name of the healthcare insurance or payer responsible for processing the claim.
Insured ID	A unique identifier assigned to the insured individual covered by the insurance policy.
Insured Group	The group or employer identification associated with the insured individual's insurance coverage.
Insured Plan	The specific insurance plan under which the insured individual is covered.
Insured Last Name	The last name of the insured individual for identification and record-keeping.
Insured First Name	The first name of the insured individual for identification and record-keeping.
Insured Birth Date	The date of birth of the insured individual, crucial for accurately processing medical claims and determining eligibility.
Insured Sex	The gender of the insured individual (e.g., Male, Female, Other) for demographic information and insurance verification.
Insured Address 1	The primary address of the insured individual where correspondence and bills are sent.
Insured City	The city associated with the insured individual's primary address.
Insured State	The state associated with the insured individual's primary address.
Insured Zip	The postal code corresponding to the insured individual's primary address.
First Date of Service / Statement From Date	The initial date of service or the beginning date of the billing statement.
Last Date of Service / Statement Thru Date	The final date of service or the end date of the billing statement.
Total Charge	The total amount charged for the medical services rendered.
Billing Provider Name	The name of the healthcare provider or entity submitting the medical claim.
Billing Provider NPI	The National Provider Identifier assigned to the billing healthcare provider.
Billing Provider Legacy ID	An older or alternative identifier for the billing healthcare provider.
Billing Provider Taxonomy	A code that classifies the specialty and type of healthcare provider.
Billing Provider Address 1	The primary address of the billing healthcare provider.
Billing Provider City	The city associated with the billing healthcare provider's primary address.
Billing Provider State	The state associated with the billing healthcare provider's primary address.
Billing Provider Zip	The postal code corresponding to the billing healthcare provider's primary address.
Rendering Provider Last Name	The last name of the healthcare provider who rendered the services.
Rendering Provider First Name	The first name of the healthcare provider who rendered the services.
Rendering Provider NPI	The National Provider Identifier assigned to the healthcare provider who rendered the services.
Rendering Provider Legacy ID	An older or alternative identifier for the healthcare provider who rendered the services.
Rendering Provider Taxonomy	A code that classifies the specialty and type of healthcare provider who rendered the services.
Diagnosis A through H	Codes representing specific medical diagnoses associated with the patient's condition.
Primary or Secondary	Indicates whether the listed diagnosis is primary or secondary in relation to the patient's condition.
Referring Provider NPI	The National Provider Identifier assigned to the referring healthcare provider.
Referring Provider Last Name	The last name of the healthcare provider who referred the patient for services.
Referring Provider First Name	The first name of the healthcare provider who referred the patient for services.
Outgoing Payer Claim ID	Identifier assigned by the clearinghouse to outgoing claims for tracking and processing purposes.
Prior Authorization #	A pre-approval number obtained from the payer to authorize specific medical services or procedures.
CLIA #	Clinical Laboratory Improvement Amendments number, required for laboratories performing certain diagnostic tests.
Procedure Narrative	A description of the medical procedure or service provided, aiding in claim adjudication.
Billing Provider Tax ID	The Tax Identification Number associated with the billing healthcare provider.
Facility NPI	The National Provider Identifier assigned to the healthcare facility.
Facility Legacy ID	An older or alternative identifier for the healthcare facility.
Facility Name	The name of the healthcare facility where the services were provided.
Facility Address 1	The primary address of the healthcare facility where the services were provided.
Facility City	The city associated with the healthcare facility's primary address.
Facility State	The state associated with the healthcare facility's primary address.
Facility Zip	The postal code corresponding to the healthcare facility's primary address.
Claim Status Time	The most recent date/time when the claim underwent either a modification, transmission, or rejection.
CLAIM.MD Claim ID	Unique identifier assigned by CLAIM.MD to track and manage the claim within its system.
Remote Claim ID	Identifier associated with the claim in a remote system, if applicable.
User Charge ID	Identifier assigned to the user for billing purposes or tracking in the system.
Procedure Code	A standardized code representing the specific medical procedure or service provided.
From Date	The starting date relevant to the claim or medical service.
Place of Service	Code indicating the location where the medical services were rendered.
NDC Code	National Drug Code, a unique identifier for pharmaceuticals and medical products.
Rev Code	Revenue Code, used to categorize specific services for billing and reimbursement.
Modifiers	Additional codes providing extra information about the services rendered.
Units	The quantity or number of units associated with a specific medical service or procedure.
Payer ICN # (ERA)	Identifier assigned by the payer to the electronic remittance advice (ERA) for tracking purposes.
Claim Form	The standard form used to submit a claim for reimbursement of healthcare services (i.e. 1500, UB-04, Dental).

Exporting Claim List Data to a CSV File

To review the information in the Claim List, click the on the top right of the page.

Save File in the pop-up window. The CSV file will be downloaded to your default download location. Locate and open it for reviewing and editing.

CSV File Mirrors Claim List View
Modifying the fields in the Claim List impacts the exported spreadsheet, altering both the order and the selection of fields. The result in the spreadsheet will mirror the claim list view.

Sorting Claims

You can sort the Claim List by clicking on the desired data column.

Sorting Claims

Resizing Columns

On any grid, like the Claim List, the header margins can be resized. Simply hover over the edge of the column until the pointer arrow turns into a double arrow. Then, left-click and drag left or right to resize.

Resizing Columns

Next / Previous Claim Arrows

When you select an individual claim in the Claim List, the most convenient way to view claims on the View/Edit Claim page is by using the Next (right) and Previous (left) arrows. Clicking these arrows will load the next or previous claim for review.

The Return to Claim List arrow will navigate back to the claim list from which this specific claim was accessed (e.g., Rejected Claims, Search, etc.).

Next Previous Arrows

What's Next

Claim History

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