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A Claim Will Not Move

Ready is earned by passing the review rules, so a claim stays in Draft while any finding is unresolved.

Fix: open the claim, select Check Claim, and clear each finding on the field it names. Check and Fix a Claim walks it.

If the same finding returns on claim after claim, the fault is in a source record rather than the claims. Correct the provider, location or patient once instead.

There is nothing in Ready to collect. Draft claims are not eligible, however finished they look.

Fix: check and clear the draft claims first.

Exporting is disabled because the client has no EDI settings. ClaimPod will not produce a claim file it cannot address correctly.

Fix: an administrator sets these on the client’s EDI tab.

The batch was generated for testing. It is a real file, and it must not be submitted for payment.

Fix: none needed, but do not send it. Produce a live batch once the client is configured for real submission.

Batches never change after the fact, which is deliberate: the filing history stays honest about what was sent and when.

Fix: correct the claim and file it in a new batch. Do not expect the old batch to update.

Related: Export Ready Claims · Claims