How to Search for a Claim

Search for a claim from the Claims Management screen (Location or All Locations > Claims).

To find a claim:

1. Type one of the following into the Search Claims field:
   - Patient Last Name
   - Patient Nickname
   - Policy Holder (First or Last)
   - CDT Code or Nomenclature
   - Service Date
   - Payer
   - Sensei Cloud Claim Number
   - Insurance / Subscriber / Member ID
   - Group Number of the Insurance Plan
   - Zip Code of the Insurance Plan
   - Patient ID
   - Chart ID 
   Important: You must type at least three characters to initiate the search process.
   
   The list is automatically refined based on the search criteria entered.
    
2. Use the filters to further refine the list.

Note: You can also search from an individual Patient tab by selecting Insurance > Claims Management.

For more information, see How to Manage Claims for a Location.