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Accessing Claim Payments

This guide explains how to access and review Claim Payments in the MedFlow IO portal. The Claim Payments section allows users to track payments received from different payers and reconcile them with patient claims.

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Written by Regina Arbolante
Updated over 3 months ago

Objective

To help practice staff and billing teams navigate to the Claim Payments section, locate payment records, and filter results for easier financial reconciliation.

Key Steps

  1. Log in to the MedFlow IO portal.
    Use your assigned credentials. If you encounter login issues, follow the reset password process.
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  2. Navigate to the Claim Payments section.

    • From the left-side navigation menu, go to DME.

    • Select Claim Payments.
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  3. View the Claim Payments list.
    The Claim Payments page displays payment records in a table format. Common columns include:

    • Order # – The order linked to the payment.

    • Date Added – When the payment record was entered into the system.

    • Patient – Patient associated with the claim payment.

    • Amount – The amount received from the payer.

    • Payer – The insurance company or payer responsible for the payment.

    • Insurance Type – Indicates if the payment is from Primary, Secondary, or another coverage.
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  4. Search and filter payments.
    Use the filter bar at the top of the Claim Payments page:

    • Search by Patient and Payer name

    • Pick a date

    • Insurance Type

    • Order Number

    • Select Practice

    • Click Reset to clear filters and reload all records.
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  5. Review results.

    • Payments are listed with pagination controls at the bottom.

    • Adjust Rows per page to increase or decrease the number of records shown per page.

    • Use the navigation arrows to move between pages of results.
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Important Notes

  • Claim Payments reflect records that have been processed in the system - always reconcile with your practice’s internal accounting.

  • Insurance Type is crucial for tracking whether a payment is applied to the correct order of coverage (Primary vs Secondary).

  • Some rows may display $0.00 - this can indicate denials, adjustments, or pending reconciliations.

Tips for Efficiency

  • Use Search by Patient name when following up on patient-specific inquiries.

  • Apply Payer + Date filters to quickly identify bulk payments from insurers within a specific period.

  • Export or screenshot filtered lists for use in internal financial reports.

  • Review $0.00 entries immediately to prevent delays in follow-up actions.

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