How To Update Panel's Claim Status

This article explains how you can manage or update the status of your panels' claims. 

Steps:

1. At Clinic Management menu, go to Patients > Billing Records. 
   
   
   
   
2. Go to Outstanding Panel tab. 
   Important note: By default, all the invoices that are paid using panel will be marked 'Outstanding' This is
   
   
   
3. Select the patient's name. You can select multiple patients at once too.
   
   
4. Choose Update Claim Status
   
   
   
   
5. A popup will appear showing the Panel's name, Patient's name and amount to be claimed. Click at the dropdown to change the status:
   • New
   • Submitted
   • Approved
   • Claim received --> This action is irreversible and will change the invoice status to 'Paid'
   • Rejected
     
     

FAQ:

1. How to change the invoice status from 'Outstanding' to 'Paid'?
Ans: User will need to change the claim status to 'Claim Received'.

2. How to key in the final claimed amount from panel?

Ans: Yezza does not support this feature yet.