Insights: Filed Claims
The Filed Claims report offers a comprehensive overview of insurance claims filed through Sessions Health, including essential details such as the submission date, Client ID, client name, service dates, claim status, payer, and claim numbers. It helps you track claim progress and monitor clearinghouse submissions across your practice.
👀 If you don’t see the Filed Claims report, your permission settings may need to be updated. Please check with your system administrator to review and adjust your access.
In this article:
- Filed Claims Report Contents
- Using Report Filters
- Sorting by Column
- Downloading Filed Claims Data
- Frequently Asked Questions
- Related Resources
Filed Claims Report Contents
The following information is displayed on this report:
| Field | Definition |
|---|---|
| Claim Identifier | An internal, unique claim number assigned by Sessions Health |
| Submitted | The date the claim was submitted |
| Client Name | The name of the client listed on the claim |
| Client ID | The client's assigned internal identification number. (Note: This column only displays when Manage Internal IDs for Clients is enabled under Account Settings > Clients.) |
| Service Dates | The session date(s) included on the claim |
| Status |
The status of the specific claim submission: • Accepted: The claim has been accepted by the payer for processing • Approved: The claim was processed and approved by the payer • Rejected: The claim has been either rejected or denied by the payer • Submitted: The claim has been submitted, but not yet accepted by the payer • Cancelled: The claim submission process was cancelled by a user on the account (using Reopen for Edits or Void) • Failed: The claim was immediately rejected by the clearinghouse • Deleted: The claim was removed by a user on the account |
| Payer | The insurance payer to which the claim was submitted |
| Payer Claim Number | A claim number assigned by either the payer or an intermediary clearinghouse |
| Clearinghouse Claim Number | A claim number assigned by our clearinghouse (Claim.MD) before transmitting the claim |
Using Report Filters
Use filters to narrow your view and focus on specific claims data. To adjust the timeframe, filter on date fields using the drop-down menu of common periods, or select specific start and end dates. Additional filters let you refine results by practitioner (using the Settings icon to the right of the date range), client name or Client ID, status, payer, payer claim number, and clearinghouse claim number.
Sorting by Column
Select most column headers to sort data in ascending or descending order.
For example, sort by Submitted or Service Dates to organize claims chronologically, by Client Name to group alphabetically, or by Claim Identifier to organize numerically.
Downloading Filed Claims Data
To the right of the filter options, you can download the report as a .csv file by selecting the Download button. The exported CSV includes all displayed fields, including Client ID. You can exclude specific parts of the data as needed by filtering the report before selecting Download.
Frequently Asked Questions
Why don't I see the Client ID column or filter in my report?
Client ID columns and search capabilities are hidden if Manage Internal IDs for Clients is turned off. An account administrator can enable this feature under Account Settings > Clients.
Can I download claims data for a specific date range?
Yes. Set your desired date range filter before selecting Download to export only the data within that timeframe.
Related Resources
For more information about insurance billing and Insights reports, check out these resources: