How to View Problem List?

Claims > Claims Management > Problem List

This section contains all the result records that cannot be processed due to some problem. The user is able to search for desired results by Last Name, First Name, Source, Type and Date.

The user can view detailed description of the problem by clicking on Patient’s Name.

Problem List

Users can directly navigate to Patient’s demographics and insurance from Problem List page.

Practice users can easily navigate to required pages from a single page.

When the user navigates to ‘Problem List’ page, the system displays ‘Patient’ names and ‘Responsible Plans’ as hyperlinks in the list.

To enable these hyperlinks on ‘Problem List’ page, the checkboxes for ‘Patient’, ‘Insurance’, ‘Edit demographic’ and ‘Edit Insurance’ should be enabled from the ‘Settings’ module. Click here, to view how these checkboxes can be enabled.

The user clicks on the Patient’s name hyperlink.

Patient Hyperlink

The system navigates the users to ‘Add/Edit Patient Demographics’ Page.

‘Add/Edit Demographic’ Page

Similarly, the user clicks on ‘Responsible Plan’ hyperlink.

‘Responsible Plan’ Hyperlink

The system navigates the user to ‘Add/Edit Insurance’ Page.

‘Add/Edit Insurance’ Page

Click here to view a similar enhancement made in the ‘Billing’ module.