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CounSol User Guide

 

How to view a list of all insurance claims for your practice:

 

1. Select the Billing icon, and click on Claims tab .

BillingClaims18

Note: To view a specific claim, click the View link to the right of the claim.

 


 

View all claims for a specific client:

 

1. Select the Clients icon, and then click on the desired client’s name from the Active client list.

Clientsnames18

 

2. Click on the Insurance tab to display a full list of claims for the client.

 

insurancetab18

 

Note: To view a specific claim, click the View link to the right of the claim.