Check and Fix a Claim

A claim has to pass the client’s review rules before it can be filed. Checking tells you whether it does, and names what is in the way if it does not.

Before You Start

You need the User role and a claim in Draft. Claims are generated from visits, never typed in by hand.

Check a Claim

1. Open the claim from the Claims list.
2. Select Check Claim.
3. Select the Findings tab to read the verdict.

Result: the claim either promotes to Ready, or the Findings tab lists what is blocking it. Each finding names the line and field it concerns, and its rule code.

Errors block the claim. A warning does not, but it is worth reading before you file.

Clear a Finding

1. Select the field the finding names. Cards open into edit mode in place.
2. Correct the value and save. The claim re-checks itself as you go.
3. Repeat until no errors remain.

Result: the claim promotes to Ready and waits for an export batch.

Tip

If a claim keeps failing on provider or location details, fix the provider or location record instead. Every future claim built from that source inherits the correction, rather than you repairing each claim in turn.

Reopening a Ready Claim

Ready claims are read-only. Editing the claim or its source visit returns it to Draft, which is the intended way to change one.

Related: The Claim Page · Claims · Export Ready Claims · The Claim Loop