View a client's Claims and Invoices on File
Use the Claims on File and Invoices on File forms in myEvolv to view all claims and invoices on file for a client. The details available for viewing include amount paid, the payer, and the plan.
Note: Information in each record cannot be modified here.
View Claims on File
- Go to Client > Client Information > Personal Information > Claims on File.
- Search for and select a client.
- The system displays all claims on file for the selected client.
View Invoices on File
- Go to Client > Client Information > Personal Information > Invoices on File.
- Search for and select a client.
- The system displays all self-pay invoices on file for the selected client. The Most Recent AP Info associated with this client also displays.