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NeoEHR user guide
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Accountant/Cashier
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Download Claims

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.
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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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