"Done" claims still being listed in Claims Management

[susand]

Hi. I have been frustrated by a niggling little thing in MediSoft Claims Management. Even thought I have the box checked for "Exclude Done" on the filter, I still see Done claims listed. Is there a way to fix this? Thanks so much!

[Andrew]

Are you on the secondary claims or are you showing both primary and secondary? I am thinking it is showing secondary that are ready to send.

[susand]

Hi. I'm showing both Primary and Secondary. I can send you a screenshot if that will help. Thanks.

[Gavin Walker]

There are 3 statuses on the claim. One for primary, secondary, and tertiary. All 3 need to be marked Done for the Exclude Done option to work.

[susand]

Even if there is only a primary insurance involved?

[Andrew]

So there is only Primary Insurance? It is still showing when status is done? Need to make sure all statuses for that claim are done.

[susand]

Yes. They all have only a Primary insurance and no other and the Done are still listed.

[Gavin Walker]

The default status of secondary and tertiary will be Done if there is only primary insurance, but the status can be manually set. Just double-click one of the claims and go to each of the 3 insurance tabs.