Welcome to the claims query builder! This feature allows you to filter and sort all your claims data to find what you need and build customized work queues.
Updated: Query with AI
Use DocStation AI to search and filter claims using natural sentence structure rather than specifying filter elements! Just type in what you're looking for and hit "Generate Query".
You'll notice when you Query with AI, the query elements will automatically update to show the matching claims.
Using Query Builder
To start your search, click the Filter button. You'll immediately see the new query builder.
Select the parameters for your search by clicking +Rule and defining the elements you're interested in.
Once you've set all the filter rules, click Apply Filters.
The claims table will shift to present all the claims that match the filters selected.
Each filterable value will present a menu option to specify the search. Select the most applicable option for what you want to find.
Depending on this selection, the next parameter will change to allow you to specify something from a list (like available statuses or payers to select from), a free text box for a single entry (like a patient name), or a text box for a list of entries (like a list of procedure codes).
To remove selections, click the X at the end of the filter line that is no longer needed. To review all claims again, remove all filters, then click Apply Filters again. The claims table will shift to include all claims again.
To Save your current filters, click the "Options" button and choose "Save current filter". Type in a name for your filter and then select "Save Filter.
To load a previously saved filter, click the "Options" button and choose "Load saved filter" and choose from your list of previously saved filters.
To clear your current filter, click the "Options" button and choose "Clear current filter".
Have more questions? Reach out to the DocStation team via Chat or at support@docstation.co!