Editing Claim Status from the Transaction Entry Window

  1. Click on the Activities menu, then click on the Enter Transactions menu item.
  2. In the Transaction Entry window, click on the black dot in the top left corner where the charges are keyed.
  3. Click on the Add Field button in the Grid Columns window
  4. In the Add Fields window, scroll the list and click on Claim Number. Click OK in the Add Fields window, and then click OK in the Grid Column window.
  5. Left click on the Claim Number. The current status of the claim will show at the top of the drop-down menu. Below, in the Change Claim Status menu item, you can easily change the claim status to the appropriate status.

    Voila! No more continuous switching between windows!