Searching for a Claim
Users can effectively track the status of reimbursements and resolve any errors preventing submission
Table of Contents
This article explains how to navigate and manage the Claims Page within the Pear Suite Platform. By utilizing search functions, filters, and detailed claim views, users can effectively track the status of reimbursements and resolve any errors preventing submission.
Step 1 – Access the Claims Page
- Navigate to the left-hand menu on your dashboard
- Click on the Claims icon to open the main claims management interface
Step 2 – Search and filter claims
- Locate the Search Box at the top of the page
- Enter a member’s name or a specific claim ID to quickly locate a record without manual scrolling
- Apply filters to narrow down your results based on:
- Insurance provider
- Claim status (e.g., Pending, Submitted, Approved)
- Date range
