Permissions: You need the Billing permission to view claim details.
Use the claim summary to quickly view information on the claim from the claims list view. This allows you to access key claim information without having to open the full claim form.
View Claim Summary
- Go to Billing → Claims → Reviewing.
- To the right of the claim, hover over the claim summary icon
.
Source Information
Each piece of information in the Claim Summary is pulled from a corresponding field on the claim form.
| Rendering Provider | Field 31 |
| Place of Service | Field 32 (24B) |
| Diagnosis Codes | Field 21 |
| Procedure Codes (Units) | Field 24D (24G) |
| Total Charge | Field 28 |
| Amount Paid | Field 29 |