Claiming Dashboard: Overview

The Claiming Dashboard in MediRecords gives your practice a clear and centralised way to manage Medicare, DVA, and Health Fund claims. While many practices choose to enable automatic claiming, the dashboard is especially valuable when you need to submit claims manually. It allows you to group claims into batches, making it simple to send them at the end of the day or at set times, while keeping full visibility of their progress.

In this article, we will explain how to view, filter, and search claims, how to manage the different stages of the claiming process, how to troubleshoot rejections, how to view payment and processing reports, and how to confirm when claims have been fully completed.

Contents

1. Viewing the Claiming Dashboard
2. Unclaimed Amount Grid
   • Printing a Medicare Statement of Benefit
   • Filtering
   • Searching
   • Claiming an Invoice or Multiple Invoices
   • Claim Submission Summary
3. In Progress Claims Grid
   • Filtering (In Progress)
   • Searching (In Progress)
   • Understanding Statuses
   • Retrieving Process & Payment Reports Manually
   • Viewing the Payment Report
   • Viewing the Services on a Claim
   • Rejections & Resubmitting a Claim
4. Claims Completed Grid

Viewing the Claiming Dashboard

To open the claiming module, click Accounts and then select Claiming.

Unclaimed Amount Grid

All claims that have not yet been submitted to Medicare are displayed in the Unclaimed Amount dashboard. You can choose to submit these services individually or as part of a batch.

 

Printing a Medicare Statement of Benefit

To print a Medicare Statement of Benefit, first select the check box next to the claim. Then, click More, select Print Medicare Statement.


And a new tab will open, displaying the statement in PDF format. From here, click the Print icon and follow the on-screen instructions to complete the printing process.

Filtering

You can filter the list of unclaimed services by clicking Filter. You can tick one or more channels or type a provider’s name. Multiple selections can be made at once.

Searching

You can search for an unclaimed service by typing a keyword into the Search box and pressing Enter on your keyboard. The system will display the closest matches.

Claiming an Invoice or Multiple Invoices

To submit an individual invoice as a claim, tick the box next to it and then click Claim.

To submit all unclaimed invoices as a batch, tick the boxes next to the invoices and then click Claim.

If a service is displayed in red font, this means there is an issue that must be fixed before submission. Hover over the small i next to the patient’s name to see the reason. If the issue is related to a Medicare card number, you can run an OPV check by selecting More > OPV. OPV checks must return a successful result every seven days.

Claim Submission Summary

When you submit a claim or a batch of claims, a Claim Submission Summary will open. Review the details carefully and then click Claim to send the claim to Medicare.

In Progress Claims Grid

All claims submitted to Medicare, DVA, or a health fund that are still being processed, paid, or partially paid will appear in the In Progress section.

Filtering In Progress Claims

You can filter the list of claims by clicking Filter and selecting an option from the drop-down list. Filters are available for Channel, Status, Payment Status, and Provider. Multiple selections can be applied at once.

Searching In Progress Claims

To search for a claim, type a keyword into the Search box and press Enter. The system will display the closest matches. You can search using details from any column, such as Channel, Payor, Amount, or Status.

Understanding Statuses

Claims in the In Progress section display one of the following statuses:

• Submitted — The claim has been sent to Medicare and is waiting for a response in the Processing Report.
• Processed — The claim has been processed by Medicare, and a Processing Report is available.
• Rejected  — The claim has been rejected due to a problem. Hover over the i icon to see the reason. After fixing the issue, tick the claim and select More > Re-Submit Claim.
• Pending — The claim does not have a Claim Number, which means Medicare did not receive it. Try resubmitting. If claims continue to be rejected, contact Medicare to confirm that your provider’s bank details are correctly registered for online claiming.

Retrieving Process and Payment Reports Manually

If the Automatically Retrieve Medicare Rpt setting is not enabled, you need to manually retrieve process and payment reports. To do this, tick the check boxes next to the claims and then click Process.

Viewing the Payment Report

To view the payment report for a claim, tick the check box of the completed claim, click More, and then select View Payment Report.


A window will appear showing the claim details, including the Pay Run number and the account credited. Click Print if you need a copy of the report.

Viewing the Services on a Claim

To view the services included in a claim, tick the check box next to the claim and click View Services.

Rejections and Resubmitting a Claim

To resubmit a service, tick the box next to the date, click  More, and choose Re-Submit Claim.

Claims Completed Grid

When a claim is finalised, it moves to the Claims Completed section. This includes fully paid claims, as well as partially paid or rejected claims that were resolved. By default, this section shows claims completed during the current week, but you can adjust the date range by clicking the downwards arrow.

ℹ️ Note: All patient claims also move directly to this section. This is because once the patient pays their account, Medicare sends the rebate directly to them, and no further transaction remains between the provider and the patient.