Claiming Dashboard: Overview

The Claiming Dashboard in MediRecords gives your practice a clear, centralised way to manage Medicare, DVA, and Health Fund claims. While many practices enable automatic claiming, the dashboard is especially useful when submitting claims manually, letting you group claims into batches and send them at set times while keeping full visibility of their progress. This article covers viewing, filtering, and searching claims, managing each stage of the claiming process, troubleshooting rejections, and reviewing payment and processing reports.

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
5. Troubleshooting

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, select Print Medicare Statement directly from the Unclaimed grid. And a new tab will open, displaying the statement in PDF format.

The Print Medicare Statement button will only be available if the invoice is a Bulk Bill or DVA invoice, and the invoice is in On Hold status.


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.

Troubleshooting

Claim Rejected by Medicare

Cause: The claim has been rejected due to a problem, shown as a Rejected status in the In Progress Claims Grid.

Resolution: Hover over the i icon next to the claim to see the reason for rejection. After fixing the issue, tick the claim and select More > Re-Submit Claim.

Escalate: If you need additional guidance, refer to the Medicare & ECLIPSE: Claiming Errors & How to Fix Them article, or contact MediRecords Support.

Claim Stuck in Pending Status

Cause: The claim does not have a Claim Number, which means Medicare did not receive it.

Resolution: Try resubmitting the claim.

Escalate: If claims continue to be rejected, contact Medicare to confirm that your provider’s bank details are correctly registered for online claiming.

Service Displayed in Red Font

Cause: A service displayed in red font in the Unclaimed Amount grid indicates an issue that must be fixed before submission, such as a problem with the patient’s Medicare card number.

Resolution: Hover over the small i icon next to the patient’s name to see the reason. If the issue is related to a Medicare card number, run an OPV check by selecting More > OPV. OPV checks must return a successful result every seven days.

Escalate: If the issue cannot be resolved, contact MediRecords Support.

Claim Shows an Owing Balance After Processing

Cause: Claims that show an amount in the Owing column indicate that Medicare has only partially paid or has rejected the claim.

Resolution: Review the claim and resolve the issue before it can be finalised. Claims processed with a $0.00 owing balance have been fully accepted by Medicare, but you should still confirm payment has been received in the Medicare Payments Report before marking them as complete.

Escalate: If the issue cannot be resolved, contact MediRecords Support.

Further Reading

• Medicare & ECLIPSE: Claiming Errors & How to Fix Them
• Claim Payment Report
• Patient Identifiers - Medicare Cards & Online Patient Verification (OPV)
• Patient Claims - Medicare, DVA & ECLIPSE: Quick Guide