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The Claims Manager is where you can see information for every individual charge line of your practice’s claims.

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Overview

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What is the Claims Manager?

The Claims Manager is a central hub in Elation Billing where you can view and manage every individual charge line across all of your practice’s claims. It provides comprehensive data points and filtering capabilities to help you efficiently track and work your accounts receivable.

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Why is the Claims Manager important?

The Claims Manager streamlines your billing workflow by allowing you to:
  • View all claims and charges in one location
  • Filter and search for specific claims quickly
  • Make bulk updates to multiple claims at once
  • Track aging balances and work accounts receivable efficiently

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Workflow Instructions

  1. Access Claims Manager - Click on the Claims Manager option under the Billing drop-down menu. You can also click the claims box on a patient page and then click the charges button for a claims manager view on that patient only.
Billing sidebar menu with "Claims Manager" highlighted, located under the Superbills section in the left navigation panel.

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Understanding the Overview

Here you can see a number of data points for your claims and charges. Sometimes, if patient or insurance names are quite long, some columns may be pushed out of view and hidden, but can be expanded by clicking the expand button on the left. Claims Manager table showing 10 charge lines with columns for Patient, DOS, Code, Unit, Charge, Paid, Balance, Last Billed, Last Billed To, and Priority. Some balances show a "WORKLIST" badge in red under Last Billed To.

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Color Coding

You will note that Charge Lines, as well as Balance Amounts, are color-coded. A guide to these colors can be found in the lower-left of the Claims Manager. In the example below: Claims Manager showing color-coded charge lines: Henry Biggs (yellow, insurance balance 150), Lion Forest (yellow, patient balance 130), Penelope Astro (teal, settled $0.00), with color legend below showing charges aging ranges and balance responsibility colors.
  • Henry Biggs - The charge line is Yellow (balance is 31-90 days old). The Balance Responsibility belongs to the Insurance (Purple).
  • Lion Forest - The charge line is Yellow (balance is 31-90 days old). The Balance Responsibility belongs to the Patient (Pink).
  • Penelope Astro - The charge line and Balance Responsibility are both Light Blue.

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Filter Claims

To filter the list, you can use the search bar and type in a patient name, a payer name, or a code. You can also prefix the search with a # and enter a number to search by the Superbill number.
  1. Show/Hide Filters - Click Show Filters/Hide Filters to expand more filter options.
Use the Aging Filters to help you when working accounts receivable. You can combine this with a search for a payer name, which also helps with working AR.
Claims Manager filter panel expanded, showing date range, Provider, Location, Has Authorization, Aging Based On (set to First Billed), Aging Days, Priority, Balance, and Payments filter fields.

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Select Claims

You can select one Claim Line by clicking any white part of the line.

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To select multiple claim lines one-by-one

Hold [Ctrl] (Windows) / [Command] (Mac) while clicking any white portion of the desired claim lines. Claims Manager list showing patient charge lines with columns for DOS, code, charge, paid, balance, last billed date, last billed to, and priority. Balances highlighted in blue, teal, and pink indicate different responsibility statuses.

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To select multiple claim lines in a row

Hold [Shift] and click any white portion of the first and last claim-line in your desired list. Claims Manager list showing 10 charge lines with columns for Patient, DOS, Code, Unit, Charge, Paid, Balance, Last Billed, Last Billed To, Priority, and More action buttons.

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Use Action Buttons

Once selected you can use the Settle, Adjust, or Transfer To buttons to make quick changes to your claims. Transfer To allows you to:
  • Transfer the balance to an Insurance or the Patient
  • Rebill the Claim(s)
  • Unsettle the Claim(s)
Transfer To dropdown menu expanded, showing four options: Insurance, Patient, Rebill, and Unsettle, alongside the Settle and Adjust action buttons.

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Additional Claim Actions

Three action icons on a claim line: Claim History (undo/clock icon), Claim Notes (speech bubble icon), and Print/Appeal (printer icon) You can also use the 3 buttons to the right of each charge to view the: