Search Page
- 19 Mar 2024
- 4 Minutes to read
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Search Page
- Updated on 19 Mar 2024
- 4 Minutes to read
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- DarkLight
- PDF
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- Click on Search in the left-hand navigation menu.
- Search for claims using various criteria. Use one ore more criteria such as Patient Last Name and Billing NPI.
More InformationPlease note that entering data into the fields for Account # / PCN, Policy #, Patient Last Name, Payer ID, Billing NPI, Billing Tax ID, First Date of Service, Rejected claim last response, and Claim MD Claim # will display additional search criteria fields to help refine the search.
More Information
To perform a wildcard search when the full name is unknown, it is possible to place an asterisk (*) at the beginning or end of the name. For example, when searching for the name Mary Alvarado, entering ALV* in the search box will display any name that starts with those three letters in the search results list. Similarly, entering *rado in the search box will display any name that contains those letters in the search results list.
- When the data has been entered in the field(s), click . A list of patients will display with their information:
- From here, several actions can be performed such as Archive or Add Notes. To do this, click on the selected patient(s) and then click the Selected Actions dropdown on the top right of the screen. Then select an action.
- Confirm any pop-up window to complete the action.
Search Criteria Definitions:
| Search Criteria | Description | HCFA 1500 - Professional Claim Form Block Number | UB04 - Facility Claim Form Block Number |
|---|---|---|---|
| Account #/PCN | Patient Control Number is a unique value assigned by the user to identify the patient or claim. | Block 26 | Block 3a |
| Policy # | A Policy Number is a unique identifier assigned to an insurance policy normally located on the insurance ID card. | Block 11 | Block 60 |
Patient Last Name: | The last name of the patient is the family name or surname of the person receiving medical services. It is used to identify and categorize patient records. | Block 2 | Block 8 |
Payer ID: | Payer ID refers to a code or identifier assigned to a healthcare payer or insurance company. It helps in routing and processing healthcare claims to the correct payer. | Block 1 | Block 51 |
Billing NPI: | NPI stands for National Provider Identifier. The Billing NPI is a unique 10-digit identifier assigned to healthcare providers in the United States for billing purposes. | Block 33a | Block 56 |
Billing Tax ID: | The Billing Tax ID is the taxpayer identification number associated with a healthcare provider or entity. | Block 25 | Block 5 |
First Date of Service: | This is the initial date on which a healthcare service or treatment was provided to a patient. It is essential for tracking and billing purposes. | Block 24a | Block 6 |
Rejected Claim Last Response: | Searches the contents of the last error message received on claims currently in the rejected claim list. | Claim Errors / Responses block below the Claim.MD claim form | Claim Errors / Responses block below the Claim.MD claim form |
Claim MD Claim #: | This is a unique reference number or identifier assigned to a medical claim by the Claim.MD software. | This value is returned in the 277 and API responses. | This value is returned in the 277 and API responses. |
User Claim #: | User Claim # is a user-assigned or user-generated reference number or identifier for a healthcare claim. It can be used internally within an organization to track and manage claims. User Claim # is the value sent in the providers claim file in either the REF*D9 segment or the "remote_claimid" field. | User Claim # is the value sent in the providers claim file in either the REF*D9 segment or the "remote_claimid" field. | User Claim # is the value sent in the providers claim file in either the REF*D9 segment or the "remote_claimid" field. |
More Information
Please note that entering data into the fields for Account #, Policy #, Patient Last Name, Payer ID, Billing NPI, Billing Tax ID, First Date of Service, Rejected Claim Last Response, and Claim MD Claim # will display additional search criteria fields to help refine the search.
Additional Search Criteria Definitions
| Search Criteria | Description | HCFA 1500 - Professional Claim Form Block Number | UB04 - Facility Claim Form Block Number |
|---|---|---|---|
Patient First Name: | Patient First Name is the given or first name of the person receiving medical services. It is used to identify and categorize patient records. | Block 2 | Block 8 |
All Claims Last Response: | Search the contents of the most recent status message received on all claims. | Claim Errors / Responses block below the Claim.MD claim form | Claim Errors / Responses block below the Claim.MD claim form |
Rendering NPI: | Rendering NPI (National Provider Identifier) is a unique 10-digit identifier assigned to healthcare providers who perform or "render" medical services to patients. It is used for billing and identification purposes. | Block 24J | Block 43 |
Referring NPI: | Referring NPI is the National Provider Identifier assigned to a healthcare provider who refers a patient to another provider for services or treatment. | Block 17a | Block 78 |
Procedure Code: | A Procedure Code is a standardized alphanumeric code used in medical billing to represent specific medical procedures or services rendered to a patient. | Block 24D | Block 44 |
| Place of Service: | Place of Service refers to the location where a medical service or procedure was performed. | Block 24B | N/A |
Modifiers: | Modifiers are additional codes used in medical billing to provide more specific information about a procedure or service. They modify the description of the service to indicate certain circumstances or variations in the service provided. | 24D | Block 44 |
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