Download insurance claims · NeoEHR user guide

NeoEHR user guide

Pages

Accountant/Cashier

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Navigate to the Download dropdown at the top right corner to access the Download Claims button.

Click Download Claims to access the parameter filter screen.

⁠

Set parameters based on Insurance Provider and Duration.

Click Done to save the parameters selected

Click Preview Claims Summary to view the information in a tabular format.

Once you have confirmed the information, click “Download” on the top right.

The Claims history will be downloaded as a spreadsheet.

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