In the TotalMD Claims List there are several ways to look at your claims. The first is to sort with the filters at the top. Both Primary and Secondary codes can be sorted by several categories:
You can also search by these categories:
And you can search by Primary Billing Date or Date of Service, or hide the Paid Claims:
To the left of the claim line, there is a little plus sign that turns into a minus sign when you click. Then it shows you the actual Lines of Service on the claim:
By right-clicking on the individual Line of Service you can move the transaction up or down on the claim:
This does not reorder the lines in the Ledger, however. You can change your view by dragging and dropping the headings into a different order if that works better for you.
You can also go to Customize View and add and/or delete fields from this view:
When you do this, you will see the Customize View screen:
This allows you to highlight your choice to the left and click the arrow pointing to the right to bring that field onto your screen. You can also reorder the fields by clicking on the field that you wish to move and using the arrows to the right to move it up or down:
When you are done with your changes, click OK at the bottom, you will then see your changes on the screen. You can also change your filters in this screen by going to Custom Filter on the left-hand side:
This Custom Filter screen allows you to add many other filters to the top of your screen:
After you click OK, you will see this new filter on your screen:
If you have questions regarding this functionality of TotalMD, please contact our support or training departments at 800-613-7597 Option 2 for Support or Option 3 for Training. If you would like a printable copy of this article, please contact Training at Option 3.