Claims can be accessed from the Claims Module via the hamburger menu.
The module displays:
- Ready Claims
- Pending Authorization Claims
All claim-related information is visible within the module.
Pending Claims Grid
When claims are created, they appear in the Pending Claims grid.
From this grid, users can:
- View services and authorizations using the eye icon in the Services column
- Submit claims internally or externally
- Void claims (voiding does not delete associated forms)
Once a claim is submitted:
- The associated Case Note form becomes read-only and cannot be edited
Claim Submission
Internal Submission
- Claims submitted internally can have payments captured manually within Planstreet.
External Submission
- Externally submitted claims are sent to MNITS in batches via the Planstreet Function App.
Submitted & Batched Claims
- Submitted Claims Grid: Displays all submitted claims
- Batched Claims Grid: Displays batch-level submission details
- Payment Claims Grid: Displays captured payment information
Search, Filters & Reporting
- Users can apply column filters or use the search bar within claims grids
- Reports are available from the Dashboard
- Data can be filtered based on multiple criteria and exported as a CSV file