When using the preliminary claims queue the entries listed will be in relation to a CMS-1500 (HCFA) form.

Accessing Preliminary Claims

1. Navigate to the "Claims Manager" by selecting the icon in the top right corner.
   
2. Select "Reports."
   
3. You are now in the Preliminary Claims Queue.
   
4. Select the appropriate "Facility" and "Service Dates."
5. Select the "View" drop-down to specify the type of claims you would like to review. Each claim type will be outlined below.
6. Then select "Generate Report" to view the entries.
7. You can also select the "Filter" option to choose which columns display.

Cash Only Review

If the client that the charges were assigned to have "Cash Only" selected, depending on whether they have a payer or not, their charges will appear in one of the "Cash Only Review" categories.

Cash Only - without Insurance

The client has "Cash Only" selected, and doesn't have an payer documented at the time the report is generated.

Cash Only - with Insurance

The client has "Cash Only" selected when the service is rendered, and has a payer documented at the time the report is generated. 

Insurance Review

If the client that the charges were assigned to do not have "Cash Only" selected, depending on whether they have a payer or not, their charges will appear in one of the "Patient Responsible" categories.

Patient Responsible - without Insurance

The client does not have "Cash Only" selected, and does not have a payer documented at the time the report is generated.

Patient Responsible - with Insurance

The client does not have "Cash Only" selected and doesn't have a payer at the time of the service, but has a payer documented at the time the report is generated.

Preliminary Claims - Problems Only

This report will show any entries that may be missing important information.

Preliminary Claims - Do not Auto-bill

This report will show any entries that have the "Do not Auto-bill" selected. 

Preliminary Claims

Displays entries for clients that have a payer at the time service.

Duplicate Service Review

If the client has the same service recorded more than once on the same date, this will display in this report.