Glossary

ClaimPod Terms

Words that mean something specific here, which nobody arrives already knowing.

Account charge - a charge on a patient’s account that no claim carries, such as a missed-appointment fee. It appears on the patient’s statement under its own heading.

Client - one practice or billing entity. Every screen shows one client’s data, chosen in the sidebar switcher. See Clients.

Coding Review - the queue a visit waits in when its imported charges are missing a code or carry one the code sets do not list. A coder assigns or confirms the codes, then releases the visit to billing.

Collections clock - the count of days, from the day a patient’s first statement was mailed, that must pass before an unpaid account may be referred to collections. It starts when you record a statement batch’s mailing date, never when the batch is generated. See Statement Batches.

Credit - money on a patient’s account beyond what they owe. It waits as a credit balance until someone applies it to the patient’s account charges or records a refund.

Date field - a calendar day, typed and shown as MM/DD/YYYY. Emptying one clears the stored date, so a coverage that was ended can be reopened by clearing its termination date rather than inventing a far-off one. Every date ClaimPod works out for itself - today, a due date, a countdown - follows your practice time zone, so it does not turn over at a different hour than your office does.

Document template - a client’s configuration of a printed document, the CMS-1500 claim form or the patient statement: which value fills each field, and the wording around it. The layout itself is ClaimPod’s. See Document Templates.

Fee schedule - a client’s own prices for the procedures it bills, kept in dated versions. The version in effect on a service’s date sets its charge. A service with no matching price shows Not priced, and its visit waits until someone enters the charge. It is what the practice charges, not what a payer has agreed to pay. See Fee Schedule.

Finding - something a review rule flagged on a claim or remittance, attached to the exact field it concerns. Findings block a claim from becoming Ready.

Import review - the stop a row makes when ClaimPod cannot resolve it alone. The row waits as a work item and reaches your data only once a person decides.

Mapping template - the translation from one file shape into patients, visits and services. Built once per source, reused by every run from it.

Print batch - an export batch of paper claims: the CMS-1500 forms for every Ready paper claim, filed when the batch is generated, then printed and mailed. See Claim Batches.

Readiness - whether a visit has everything a claim needs. The visit page lists what is missing.

Run - one file being processed. Runs carry counts of what imported, what went to review, and what was rejected.

Staging - where imported rows are held and validated before touching live data. Nothing in staging is real yet.

Work item - one thing needing a human decision. Items live in queues and are worked one at a time.

Work queue - a collection of work items of one kind from one practice day, named for both, such as “Import Review · 09/28/2026”. Each kind of work gets a new queue each day, and an item stays in the queue of the day it arrived until it is worked.

Industry Terms

Standard billing vocabulary, listed for reference rather than instruction.

835 - the electronic remittance advice a payer sends describing what it paid and why.

837P - the professional claim file format, one of the two outputs ClaimPod files with: electronic payers receive an 837P, paper payers a printed CMS-1500.

A/R aging - outstanding balances grouped by how long they have been outstanding.

CARC - claim adjustment reason code, the payer’s reason for paying differently than billed.

CMS-1500 - the paper professional claim form, the other of ClaimPod’s two outputs. A print batch fills the red form for payers set to Paper; a copy opened from the claim page is watermarked and files nothing.

Coordination of benefits - the rules deciding which of a patient’s coverages pays first, and how each later payer accounts for what the earlier ones paid. When a primary’s remittance leaves a balance and the patient has another coverage for that date, ClaimPod creates the secondary claim itself, and a secondary’s remittance leads to a tertiary claim the same way when a third coverage is active.

CPT - the procedure code set describing what was performed.

Crossover - a primary payer forwarding its claim to the secondary payer itself, so the practice does not file the secondary. ClaimPod records the crossed-over secondary claim as Submitted without sending it, and waits for that payer’s remittance.

ICD-10 - the diagnosis code set describing why.

MRN - medical record number, the practice’s own identifier for a patient.

NPI - national provider identifier.

RARC - remittance advice remark code, supplementing a CARC with detail.