Utilizing the Claim Transaction Report in iClinic

1. Introduction 

• Purpose: This guide provides comprehensive, step-by-step instructions for effectively utilizing the Claim Transaction Report feature within the MDLand iClinic system. 

• Key Features: Accessing the report, applying filters for specific data, analyzing claim transactions, exporting reports, and printing claim details. 

2. Accessing the Claim Transaction Report 

1. Log In:  

• Sign in to your MDLand iClinic account using your credentials. 

2. Locate the Reports Icon:  

• Click on the Reports Icon from the dashboard. 

3. Navigate to Claim Transaction Report:  

• Under the Billing/Account Report Section, click on Claim Transaction Report. 

4. New Tab Opens:  

• A new tab will open within iClinic, displaying various filter options. 

3. Applying Filters for Specific Data 

A. Date of Service (DOS) Filters 

1. Select the Date Range:  

• Options include:  

• 1 Day, 7 Days, 30 Days, 90 Days 

• Custom Range: Use the Calendar Icons next to From and To fields to select dates. 

2. Refreshing the List:  

• After selecting a date range, press Enter on your keyboard to refresh the report. 

B. Provider Filter 

1. Select Specific Providers:  

• Place a checkmark next to the provider(s) you want to include. 

2. View All Providers:  

• Check the box labeled All to include all providers. 

C. Location and Facility Filters 

1. Filter by Location:  

• Use the Location Dropdown to select a specific office. 

2. Filter by Facility:  

• Use the Facility Dropdown to filter claims by facility. 

D. Tax ID Filter 

• Select the desired Tax ID from the dropdown menu to filter claims associated with that ID. 

E. Patient Filter 

1. Search for a Specific Patient:  

• Select One Patient. 

• In the search box, enter the patient’s Name, Date of Birth, or ID. 

F. Claim Status Filter 

1. Filter by Claim Status:  

• Use the checkboxes under Claim Status to filter:  

• Pending, Paid, Denied, etc. 

2. View All Claims:  

• Check the box labeled All to view claims of every status. 

G. Total Charge Filter 

• To view only primary charges:  

• Place a checkmark next to Primary Charge Only. 

4. Analyzing Data with Visual Tools 

A. Group by Insurance 

1. List View:  

• Click the List Icon to view claims grouped by insurance. 

2. Pie Chart View:  

• Click the Pie Chart Icon to display a pie chart representation. 

3. Bar Graph View:  

• Click the Bar Graph Icon for a bar graph display. 

B. Group by Claim Status 

1. List View:  

• Click the List Icon next to Group by Status. 

2. Pie Chart View:  

• Click the Pie Chart Icon to view claims by status in a pie chart. 

3. Bar Graph View:  

• Click the Bar Graph Icon for a bar graph representation. 

5. Viewing Transaction Details 

1. Select the Claims: 

• Place a checkmark next to the desired claim(s). 

2. View Details: 

• Click View Transaction Detail. 

3. Detailed Information: 

• A new tab will display the following:  

• Patient Name 

• Date of Service (DOS) 

• Provider 

• Insurance Information 

• Claim Amounts 

• Status Updates 

4. Show Payment for Each CPT: 

• To view the payment for each CPT code in a claim: 

• Check the box labeled Show CPT Payment. 

5. Show DOS for Each CPT: 

• To view separate dates of service for each CPT code:  

• Check the box labeled Show DOS for Each CPT. 

6. Exporting and Printing Reports 

A. Export to Excel 

1. Export Data:  

• Click the To Excel button. 

2. Download File:  

• In Google Chrome, the file will appear in the bottom-left corner (e.g., transaction_report.xls). 

3. Open and Edit:  

• Click the downloaded file or locate it on your computer to open in Excel. 

B. Printing the Report 

1. Initiate Printing:  

• Click Print List. 

2. Print Preview:  

• A new tab will open within iClinic. 

3. Finalize Printing:  

• Click Print in the upper-right corner. 

• In Google Chrome, click the Blue Print Button to complete the process. 

7. Best Practices 

• Double-Check Filters: Ensure the correct filters are applied to retrieve accurate data. 

• Regular Exports: Export data periodically to maintain financial records. 

• Review Claim Statuses: Regularly monitor claim statuses to ensure timely processing and follow-ups. 

8. Troubleshooting Tips 

• Blank Report:  

• Verify filter settings and date ranges. 

• Refresh the page if data does not load. 

• Excel Export Issues:  

• Ensure pop-ups are not blocked. 

• Check browser download settings. 

• Printing Problems:  

• Confirm printer settings are correct. 

• Ensure the browser allows printing pop-ups. 

9. Support Guidelines 

• In-App Support: Use the MDLand iClinic help feature for immediate assistance. 

• Technical Support: Contact IT support for technical issues related to claim reports. 

• Billing Department: Consult for questions about claim transactions, statuses, and payments. 

Thank you for following this guide. Effective use of the Claim Transaction Report ensures accurate financial tracking and streamlined billing processes.