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This article explains how to find and view claim history in Elation Billing.

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Overview

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What is Claim History?

Claim History provides a complete record of all actions and status changes for a claim, including submission dates, payer responses, rejections, payments, and adjustments.

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Why is Claim History important?

Reviewing claim history helps you understand why a claim was denied, track the progression of a claim through the billing cycle, and gather documentation for appeals.

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Workflow Instructions

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Finding Claim History

The Claim History can be found in multiple places:
  1. The Claims Manager
  2. Superbill’s Page
  3. Patient’s Page
  4. Payment’s Page
Claim History button icon shown in two states: inactive (grey on white) and active (white on purple), both depicting a counterclockwise arrow around a clock face.

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From the Claims Manager

In the Claims Manager, the Claim History button is the first (far-left) button under the More column. Claims Manager showing patient Samwise Gamgee's charges, with a red arrow pointing to the three More column icons; the leftmost clock/history icon is the Claim History button.

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From the Superbill

On a Superbill, the Claim History button is towards the top-center of the page, on the upper-right corner of the Superbill Info panel, preceded by Files. Superbill 1103 for Samwise Gamgee, with a red arrow pointing to the Claim History button (counterclockwise clock icon) in the top toolbar, to the right of the Files icon.

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From the Patient Page

  1. Navigate - From the Patient’s page, select the Claims button, followed by the Charges tab. Patient page for Samwise Gamgee showing the Claims button at the bottom, highlighted with a red arrow, as the first step to accessing claim history.
  2. Access History - The Claim History button is the first (far-left) button under the More column. Patient Claims modal with Charges tab selected (highlighted), showing claim rows for Samwise Gamgee. A red arrow points to the More column's first icon (Claim History button) on the top row.

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From the Payment Page

On a Payment, the Claim History button is found in the Superbill information line, preceded by Notes and followed by Delete. Payment #718 from Aetna showing two superbill claim lines. A red arrow points to the Claim History button in the Superbill 1075 row, located between the Notes and Delete icons.