Claims in the sidebar. HealOS submits professional, institutional and dental claims, then tracks each one to payment.
Before your first claim
Three things have to be in place, and the setup banner tells you which is missing:
- An organisation. Claims belongs to a practice, not an individual — create or join one.
- A transport profile — billing provider NPI and organisation name, submitter organisation, contact name and phone. This is who the clearinghouse sees.
- Payer enrollment. Each payer has to accept you as a submitter. Submit enrollment starts it and the dialog shows where each payer stands. Until a payer is enrolled, claims to it will not go.
Until setup is finished the screens show example data and say so.
Drafts and submission
Drafts holds claims in progress; the wizard asks for the claim type, patient, payer, provider, service lines and diagnoses. HealOS checks readiness before it lets you submit and names any missing field rather than failing at the payer. A submitted claim gets a confirmation and appears in tracking.
Tracking
Track shows every claim as a board or a table — acknowledged, in process, paid, denied, action required. Open one for the detail drawer: status history, payer messages, service lines and what the payer actually said. Some payers are slow to update; "being processed" with no movement is normal for a few days.
Attachments
Some payers want records with the claim. Upload the document, say where it belongs, and HealOS sends it with the claim where the payer accepts electronic attachments. Where a payer does not, it tells you instead of pretending — then the attachment goes the payer's own way.
Payments
Payments lists remittances with the ERA behind each one, downloadable as a PDF, plus adjustments and what landed on the patient. Follow-up surfaces claims ageing past thirty days, and the overview carries denial rate, collection rate and average days to payment.
Denials have their own workflow: see Working denials.