Match a Remit with a Claim

All users that interact with remittances in firstREV should make sure that all remits are associated with a claim. Watch for any potential remits that are not matched with a claim, which can happen if patient name, patient control number, date service, or charges do not match up.   

Follow the process below to match a claim with a remit:

1.    If necessary, navigate to Collections | Remit Detail.

2.    While viewing the Remittance (Claims) grid, find the claim you want to appeal:

●     You can filter the grid so unmatched claims are the only records displayed. Open the Profiler menu, check the Unmatched box (in the Status section) to enable the filtering option, and then click Apply.

●     If necessary, you can use the Quick Search feature to find the desired claim.

3.    After you are certain which remit needs to be matched, click    in the Action column or click anywhere in the row to open the corresponding claim.

4.    While viewing the Remit (Claim) screen for the selected remittance record, hover the mouse cursor over the Tools tab and select Match To Claim. The Select Claim prompt will display.

5.    Use the Select Claim prompt to indicate which claim should be matched to the selected remit.

6.    Click Match.