3rd party claims tracking (Canada only)

Note: This functionality will soon be available for all Blueprint OMS users.

The new 3rd party receivables screen shows all open invoices for the selected insurer, and is accessible via the Accounting → 3rd party receivables menu option.

A date can be entered in the Submitted column to indicate the date the 3rd party claim was submitted.

Any relevant notes can also be entered in the Notes column.

For clinics using WSIB electronic claims, the Submitted date is automatically updated, and the Notes column will display the current claim status.