Task Center

The Task Center is an area where claims come back from Insurance with workable denials such as deductibles, copays, co-insurance, Maximum Benefits Met, Expenses occurred after coverage, etc.

Note: When you complete or Send a claim to the statement queue from the task center, the claim is only removed from the task center. The claim will remain in the patient's claim history.

To get to the Task Center go to BILLING - TASK CENTER.

Remove all the Zero Balance Claims first ( you may not have Claims with a zero balance )

If you have claims with a zero balance, the box below will appear in the upper right corner of the page. Click on this box to remove the claims that have a Zero balance. If there are no claims with a zero balance, you will not see this box.

The blue Action button will appear on the bottom right of page

For the Zero balance claims click the COMPLETE TASKS FROM QUEUE. This will remove those zero balance claims out of the Task Center. NOTE: These claims are NOT deleted.

Next, apply money that is on a patient's account. To the right of the patient's name, you will see a Dollar Icon. When you click that, you will have a pop up of the patient's Unapplied Payments.

You can also click on the

This will open up a new tab to the patient's account. After applying the money, clear out the zero claims again.

You can work All Denial Codes or select the Denial Category from the drop-down menu

To choose a claim row, check the box(es) on the left side. To Choose all the claims, check the box to the left of ACTIONS. To check individual claim rows, check the box next to the row(s) you want to select.

When you check a box(es), it will automatically bring up the Blue Action button on the lower right side of the page. Choose to Complete the Claim or Clinic Send Statement. Clinic Send Statement will move selected claims to the Clinic's Statements Queue.