How do I search claims?

  1. From the main menu in ShareNote, browse to Managers > Direct Billing > Billing Claims Search.
  2. Enter in the desired date range.
  3. Enter in the desired value into Claim Status textbox, or enter in “QA” to bring up rejected claims only.
    1. You may sort by Client Name or Claim Date.
    2. Here you can view the status/reason.
    3. Items listed have the last status given by the clearinghouse and/or payer – unless this item was resolved by other means and paid with a paper check

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