> ## Documentation Index > Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt > Use this file to discover all available pages before exploring further. # Review and confirm a claim > Open a claim, compare each box with the original page, confirm every field, run the code checks and mark the claim ready. Available in Plan All plans Who Any staff member whose role opens Medi-Cal Claims Insurance United States For clinics whose owner chose United States (US insurance claims) under Settings → General → Insurance: electronic claims to US payers, eligibility checks and insurer remittance. [Outside the US? See the HMO and international insurance pages.](https://help.clinikehr.com/hospital/insurance/claims.md) A claim is a draft until you have looked at every field and confirmed it. ClinikEHR never accepts a box for you, and a claim cannot be marked ready while any box is unconfirmed. Before you start A draft claim, and at least one billing provider in Setup Takes about A few minutes a claim When you're done A claim marked Ready, with every field confirmed ## What you're looking at **Your claims** lists each claim with its **Claim number**, **Patient**, **Date of service**, **Charge**, **Status** and **Notes**. Each row ends with a **⋯** menu: **Open claim**, **Generate file…** (for a ready or approved claim) and, for a ready claim, **Approve**. Search by claim number, or filter with **All statuses**. The **Notes** column carries badges: | Badge | Means | | - | - | | **Last month to bill** | The claim is in the last month before Medi-Cal's 6-month limit | | **Past the 6-month limit** | The date of service is more than six months ago. Medi-Cal decides whether it will take a late claim | | **Possible duplicate** | Another claim has the same member, date and service | | **Replaces or voids another claim** | A corrected claim or a void, which is expected to look like another claim | | **1 problem to fix** | Something stops a file. Open the claim to see it. The count is worked out when the list opens, so it follows your Setup: adding a billing provider or a contact clears the problems that were waiting on it. A box nobody has confirmed, or a claim that cannot be read, counts too, because the file maker would refuse it. Ozni gives the same count when you ask | The status runs **Draft**, **Ready**, **Approved**, **In a file**. **Accepted**, **Rejected**, **Paid** and **Denied** are set when you add Medi-Cal's reports under [Reports](https://help.clinikehr.com/practice/claims/reports.md); ClinikEHR never sets them on its own. When you open a claim, a scanned or PDF page shows beside the form on a wide screen (**Show the page** and **Hide the page** on a phone), and selecting a box highlights where it came from on the page. ## Check and confirm the fields **1. Choose the billing provider** Under **Billing provider (box 33)**, choose who is billing. If the list is empty, add one in Setup first. **2. Work through To check** **To check** lists the boxes that were read or filled in, least sure first. Compare each with the page. **3. Tick and confirm** Tick **I've checked this** on each box you have compared, then select **Confirm the fields I've checked** (or **Confirm** on a single box). Each box shows where its value came from: **Typed**, **From PDF**, **From CSV** or **AI**. A box read with AI also shows a **Confidence** (or **Low confidence**), and the least sure come first in **To check**. AI can misread a box, so compare it with the page. See [Read a scan with AI](https://help.clinikehr.com/practice/claims/add-claims.md#read-a-scan-with-ai). **4. Fix what the panel lists** **To fix before a file** shows **to fix** (**Fix**) and **to look at** (**Look**) counts. A **Fix** stops a file; a **Look** does not. Some are marked "(Needed for production files only.)". **5. Save** Select **Save draft**, or **Mark ready** to save and mark in one go. While boxes are unconfirmed the bar at the bottom reads "N to confirm before it can be ready". The diagnoses (box 21) take ICD-10 codes A to L: type the code or use the search. Each **Service line** (box 24) has a pointer saying which diagnoses it is for, for example **A** or **AB**, and charges are plain numbers such as 125.00. **Add a service line** and **Add a diagnosis** add more; **Remove** takes a line out after a confirmation. A claim marked ready can go **Back to draft** if you need to change it. ## Run the code checks Once a claim is saved, **Check codes** compares its procedure codes, modifiers, units and diagnoses with the rules Medi-Cal and Medicare apply. Each finding names the box and line, and is marked **Fix** or **Check**. When nothing is found it says "Nothing found. Medi-Cal makes the final decision." > [!NOTE] > > The checks are advice. Medi-Cal makes the final decision, and the checks never stop you making a file. A claim that passes can still be rejected, and a finding can be one you are right to ignore. If the check needs reference data that has not been loaded for a rule, the claim says so instead of passing quietly. For example: "The code-pair (NCCI) check did not run because its data is not loaded yet. Check pairs of procedures billed the same day yourself." and, for units, "The unit-limit (MUE) check did not run because its data is not loaded yet. Check the units billed for each code yourself." A claim that has unsaved changes asks you to save first, because the check reads the saved claim. ## Check it worked * The panel reads "Nothing to fix. Mark the claim ready when you have checked it." * The status badge reads **Ready** and the claim appears in **Your claims** with that status. * The step bar moves to **Generate** once no drafts are left. ## Common issues > [accordion] 'Confirm every field on the claim before marking it ready.' > > At least one box is still unconfirmed. Open **To check**, compare each box with the page, tick it and confirm. > [accordion] 'This claim is already in a file. A filed claim is never changed.' > > Once a claim has gone into a file it is locked. Make a corrected claim instead. See [Corrected claims and voids](https://help.clinikehr.com/practice/claims/corrected-claims-and-voids.md). > [accordion] Check codes says 'Save the claim, then check the codes' > > The check reads the saved claim. Select **Save draft**, then **Check codes**. > [accordion] 'A claim is approved only with the Approve button' > > You cannot move a claim to Approved from the editor. See [Approve claims](https://help.clinikehr.com/practice/claims/approve-claims.md). ## FAQ > [accordion] Why is nothing confirmed for me? > > A value read from a file can be wrong, and a wrong value on a claim goes to Medi-Cal under your name. Confirming each box is the point of the review. > [accordion] Can I change an approved claim? > > Yes, but changing an approved claim withdraws its approval, and it needs approving again. **Still stuck with reviewing a claim?** Check [Troubleshooting](https://help.clinikehr.com/platform/help/troubleshooting.md) first — it covers the failures we see most often. If that does not resolve it, [contact support](https://help.clinikehr.com/platform/help/contact-support.md) and include your workspace name and the time the problem happened, so we can find the matching entry in your audit log. ## Changing boxes by conversation Instead of typing a correction, you can ask Ozni to change a few boxes. It shows each box with what it says now and what it will say, and nothing is saved until you confirm. A box changed this way counts as checked by you, and an approved claim goes back to ready. See [US insurance and Medi-Cal claims with Ozni](https://help.clinikehr.com/platform/ozni/insurance-and-claims.md). This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.