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Approval is the second pair of eyes. A biller prepares a claim and marks it ready; someone allowed to approve says it can go into a production file. A test file takes claims that are ready or approved, so approval is not needed to test.

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Approve claims

1

Choose the claims

For one claim, select the ⋯ menu at the end of its row and choose Approve. It shows only on a claim whose status is Ready, and only if you are allowed to approve. A claim with problems to fix shows it greyed out, with “Fix N problems first”. For several claims, tick them, or Select all on this page, then open the menu beside Generate and choose Approve with the number you ticked, for example Approve (3). Claims with problems to fix are left out, and the confirmation says how many.
2

Confirm

The dialog says (for one claim it reads “this claim” and “it”) “Approving says you have checked these claims and they can go into a production file. Only claims marked ready can be approved, and changing an approved claim later withdraws its approval.” Select Approve 3 claims.
You see how many were approved, for example “3 claims approved. 1 was skipped.”, and a second message listing why any were skipped:

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Who can do this

Other staff do not have either permission until an owner or manager gives it. Give them from Staff & Teams, in a person’s Permissions, under Claims. See Permissions. Enforcement starts for a person when you save their permissions. A biller cannot approve a claim they confirmed themselves. The claim is skipped, and another approver, an owner or a manager has to do it. An owner or manager can approve their own claims, so a solo practice can still work alone.

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Check it worked

  • The toast reads “N claims approved.”
  • The claims show the status Approved. The step bar moves to Generate.

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Common issues

Your role does not have Approve claims for a file. Ask an owner or manager to give it to you, or to approve the claims.
“Approving a claim needs permission at this clinic. Ask an owner or manager.”
“A claim must be marked ready, with every field confirmed, before it can be approved.” Open the claims and finish the review.
Changing an approved claim withdraws its approval. Approve it again after the change.

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FAQ

No. Approving only says the claim may go into a production file. Nothing leaves ClinikEHR until you download a file and upload it yourself.
No. A test file takes claims that are marked ready.