View and Track Insurance Claims

Monitor claim status from your Client’s Profile. Review detailed transaction history, manage, void, edit, and resubmit claims effortlessly.

View a Client's Claims

Step 1: Log in to Owl Practice 

• access your Owl Practice account using your credentials.

Step 2: Navigating to Client Claims

• Once logged in, navigate to the Clients section.
• In the Clients section, select and open the client profile you are adding coverage for.
• Within the client profile, click on the Insurance section.
• Within Insurance, navigate to the Claims tab.

Step 3: Review All Submitted Claims

• From the Claims tab, you will see all claims that have been submitted for the selected client, their status, as well as additional actions you can take from this screen per claim.
• Filter this view as desired by the below options:
  

View All Clinic Claims

Step 1: Log in to Owl Practice 

• access your Owl Practice account using your credentials.

Step 2: Navigating to Practice Workflow Claims

• Once logged in, navigate to the Workflow section.
• Under the left navigation bar section titled 'Insurance' you have the option to view all claims (that your permission level grants) by those that are Unadjudicated or those that are Adjudicated
• To learn more about Workflow Unadjudicated and Adjudicated features, see the following articles:
  • Workflow Unadjudicated Claims
  • Workflow Adjudicated Claims

Claim Status

• Queued: claim has been submitted by the user from the Owl application and has been queued for submission to the claim clearinghouse.
• Submitted: The claim has been submitted to the clearinghouse for audit and submission to the insurance payer.
• Rejected: The claim has been submitted to the clearinghouse, audited, and did not pass the audit. The claim has not been submitted to the insurance payer and have been returned to the user in Owl with rejection reasons. 

• Voided: The claim has been Voided by the Owl User for any reason at any point in the Claim processing cycle.
• Paid: The claim has been submitted to the clearinghouse, passed the clearinghouse audit, submitted to the insurance payer, adjudicated as approved by the insurance payer, and ERA returned. The actual insurance payment is processed outside Owl, directly from the payer to the provider.
• Denied: The claim has been submitted to the clearinghouse, passed the clearinghouse audit, submitted to the insurance payer, and adjudicated as Denied by the payer. Denials can be for any number of reasons deemed by the insurance payers plan.

Claim Actions

Claim actions are currently only available at the individual claim basis. To take one of the below available actions: navigate to the Client's Claims screen or the Workflow Insurance screens mentioned above and select a Claim's checkbox. Once selected, the actions panel will appear.

• View Details: For all Claim statuses, select the View Details action to open the review claim screen. Use this to reference the sessions and other billing codes submitted for a specific claim.
  
• Void Claim: For any reason a user decides voiding a claim is necessary, this can be done by selecting the Void Claim action. This is available for Queued, Submitted, Rejected, and Paid Claims.
  
• Edit/Resubmit Rejected Claims: For Claims that have been Rejected by a Clearinghouse, you have the option to Edit Claim and Resubmit from the Actions panel after reviewing Rejection reasons. Follow the Edit Claim prompts to fix any rejection reasons and resubmit the claim.
  
  
  
  
  
  
• View Paid Claim Explanation of Benefits (EOB): For Adjudicated and Approved Claims, you can select the action to View EOB. This feature allows you to view the service details and review the Amount Billed for a service, the Insurance Adjustment amount, the Amount Paid by Insurance, as well as the Client's responsibility Amount.
  

Summary ✅

You can efficiently view and track claims within Owl Practice, ensuring accurate submissions and timely reimbursement for therapist services. Tracking all your claims in Owl offers numerous benefits for our practitioners and clinics such as centralized information, automated updates, error reduction, real-time corrections, cash flow tracking, payment reconciliation, streamlined workflow, and timely reimbursement.

Additional Resources 📂

Owl Integrated Insurance Overview

Getting Started: Create your Insurance Profile

Get Connected: Enroll with any Payer through our Network

Establish client coverage and request benefit verification (VOB) details

Submit Insurance Claims

Need Further Assistance? ☎️

If you encounter any difficulties or have questions while setting up your Insurance Profile, our support team is available to assist you. Contact us at support@owlpractice.com or schedule a one on one session.