How to Access, Review, and Update Claim(s)

Accessing Claims

1. Log in to the Olari program using authorized credentials.
2. If user has billing access, they will see the Billing tab in the top navigation menu.
3. From the Billing tab, select “Claims” from the dropdown menu.

Filtering and Locating Claims

1. Upon accessing the Claims section, the Date of Service is automatically set to the past 30 days.
2. User may:
   • Adjust the filters to expand or narrow search.
   • Click “Clear All Filters” to reset the view.
3. Use the search bar to locate claims by:
   • Client Name
   • Chart ID
   • Claim Number

Reviewing Claim Details

1. Once the desired claim is located, click on the Claim ID number to open it.
2. The claim details will be displayed, including:
   • Service information
   • Billing status
   • Associated documentation
3. On the right-hand side menu, user will find:
   • Activity log
   • Errors (if any)
   • Notes related to the claim

Updating Claims (Authorized Users Only)

1. Only users with Manage Access or Admin Rights will see Edit functions:
   • If authorized:
     • Click the Edit button in section requiring updates
     • Revise necessary fields 
     • Save changes to finalize the update(s)