How to Hide Claims in MedBatch

Sometimes you may want to hide a claim from your standard view rather than permanently deleting it.

If you've imported a claim but don’t plan on billing it just yet, or if you want to clear some space in your denied claims view, hiding claims can be a great way to tidy things up. You can always pull them back into the standard view when you need to.

  1. In the Claims grid, find the claim you'd like to mark Hidden and click the Status dropdown. Update the status to Hidden.
    1. This will remove the claim from any status filter view besides Hidden.
  2. If you need to move the claim back so you can bill it, update your Status Filter to Hidden and select the date range you need to review.