The Claim Management workflow for US billing has been enhanced, now supporting manual submission, live tracking, and detailed editing of claim data. These updates are currently available only for users integrated with Immediata.


? Why this was changed

To give users better control over claim data, allow verification before submission, and enable real-time visibility into claim statuses and errors.


✅ What this helps you do

You can now preview and update claims before submission, send claims manually, track their status live, and correct errors directly from the claim list.


? Where to find it

  • Claim list- under insurance management in finance section.


?️ Prerequisites 

- Manual Claim Submission must be enabled for your lab

-Immediata integration must be set up and correctly configured in the system





Claim Workflow:

  1. Open a patient order and preview the bill via the Billing Modal or Order Update screen.

  2. Make any necessary edits to billing fields like NPI, Modifiers, or Report Info.

  3. Go to the Claim List and manually submit the claim once verified.

  4. After submission, claim statuses will auto-update based on Immediata responses.

Claim Statuses:

  • Pending Submission – claim saved, not yet submitted

  • Submitted – claim sent to Immediata

  • Accepted – accepted without errors

  • Rejected – errors returned by Immediata; visible in list

  • Processed – claim successfully handled

Claim List Features:

  • Real-time status and error display

  • Update Report Info option for editing test-related fields like Test Report Date or Billing Date

Order Update Enhancements:

  • NPI now visible

  • Report Info editable directly from the Claim List

  • Bill-Only-Test Tag auto-pulled from test settings

  • Modifiers field added with supported values: 26, 59, 90, 91, 92, QW, TC

Billing Modal Updates:

  • Fields for NPI, Modifiers, and Bill-Only-Test Tag now supported and editable




? Who can access this

Available to users with billing access under the Immediata integration setup.


❓Known FAQs or Edge Cases

  • Can I edit a claim after submission? No, edits can only be made before submission.

  • What happens if a claim is rejected? Errors will be shown in the list, and the claim can be updated and re-submitted.

  • Are these changes available for other integrations? Not yet, but expansion is planned.