Find a claim

Find a claim

You can easily find any claim for a patient on zHealth to view it, edit it, or submit it. There are two ways to find a claim. The first one is through the Billing Center and the second one is through the Patient Chart page.

 

(i) How to find a claim in the Billing Center 


1. Go to the top right corner of the zHealth application window, you will see Your Name (Provider Name). Hover the cursor over your name and a drop-down menu will open.

Click on - Billing Center. The Billing window will open.



2. By default, you will be able to see all recent invoices and their claim status. You can search for specific claims that are in various stages of the claims process.



3. In the search bar, you can choose to search by:
  1. Date of service from
  2. Date of service to
  3. Insurance name
  4. Patient type
  5. Click Search to find all claims



4. You can further narrow down the search results. You can choose to narrow down the search results by using these filters:
  1. Visit date
  2. Claim date
  3. Patient Name
  4. Invoice
  5. Patient paid
  6. Insurance paid
  7. Dis
  8. PR
  9. IR
  10. Balance
  11. Claim Active Status
  12. Invoice Status



5. Once you find the claims you were looking for, click on one of the options under the ‘Actions’ depending on whether you want to edit or submit a claim or view a claim invoice. You can:
  1. Check Invoice Details
  2. Edit Primary Claim
  3. Edit Claim Status
  4. Download EDI 837
  5. Submit a Claim
  6. Delete a Claim
  7. Check Errors
  8. View Claim Audit




(ii) Find a claim through Patient Chart Page

1. Navigate to the Patient Chart. Click on the Patient Billing tab to view all claims associated with the patient.

All claims associated with this patient will be shown in a new window. You can view the Invoice details, or Submit a Claim from here.






    • Related Articles

    • Insurance Claim Error Cheat Sheet

      In chiropractic billing, claim errors result in either rejections or denials and overcoming these can be challenging. Even small errors like missing or incorrect patient demographic information can lead to claim denials and payment delays. As a ...

    • How to Fill the HCFA Claim Form in zHealth

      This document only explains what type of information you need to fill in each box in the HCFA (CMS-1500) claim form and where you can add, update, or change corresponding information in your zHealth account to ensure accurate information for claim ...

    • Tracking Insurance Claim Status

      When you submit an electronic claim, the application creates and sends an 837 EDI file to the clearinghouse (Office Ally). After that, you or the system cannot control your claim. Fortunately, the application allows you to track your claim’s status. ...

    • About Claim Rejections

      There are five steps involved in the claim process: Patient check-in Coding of diagnosis, procedures and modifiers Charge entry Claims submission Payment posting When a claim is submitted from zHealth, claims go through three separate checks before ...

    • Claim Submission Checklist

      The following claim submission checklist will help providers or billers to ensure all necessary (and accurate) information are provided at the time of claim submission. Facility Setup Checklist 1. Verify the following information for each insurance ...