Your claims at a glance
The Your claims at a glance card on the home page shows:
When some claims are close to the limit the card says how many are past it and how many are in the last month to bill, and adds “Medi-Cal decides whether to take a late claim.” File those claims first.
Above the card, the usage line shows what this month has used. On the Free plan it reads “This month on Free:” with your production files, test files and production claims against their limits, and Upgrade plan. On a paid plan it says what a production claim costs in credits and that test files are free.
Files
Files lists every Medi-Cal file you have made, with Kind (Test or Production), Made, Claims, Downloads used and a Download button. At the top, Send a file to Medi-Cal repeats the Provider Portal steps. A new workspace shows “No files yet. Choose claims on the Claims screen and press Generate.” See Make a Medi-Cal file for downloading and uploading.What is kept, and for how long
Claims and files are part of your clinic’s records. They go with your data when you export it, and they are removed when an account is deleted, like the rest of the clinic’s data.
If a scan has expired and you need the page again, add the file again.
Common issues
The summary will not load
The summary will not load
Reload the page. If a message is shown on the card, it says what was wrong.
Paid shows a dash
Paid shows a dash
Paid comes from the payment advices (835) you add under Reports. Until you add one, or until one names a claim here, it shows a dash instead of 0, because 0 would say nothing was paid.
Billed is lower than I expected
Billed is lower than I expected
Billed adds up only claims that have been put in a file, not drafts, ready or approved claims.