View a client's Claims Balance

Use the Claims Balance form in myEvolv to view a client's claims and balances for those claims. You can also view the following information for each claim here:

• Claim Number
• Payer
• Plan Name
• Service Date
• Procedure Code
• Billed Amount - The original balance owed.
• A/R Balance - This is the remaining balance.

Note: Information in each record cannot be modified here.

1. Go to Client > Client Information > Personal Information > Claims Balance.
2. Search for and select a client.
3. The system displays the following information:
   • The Claims Balance section shows claims listed by claim number, payer, plan, service date, and procedure code. You can compare the billed amount with the A/R balance.
   • The Client Payor Balance section shows the client's estimated invoices balances and the plan balances.