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At a Glance

The Claims Page can hold thousands of claims at once, so the difference between a slow day and a productive one is how well you organize the list. This guide covers the tools that turn the full claim list into a focused, prioritized worklist: default views, grouping, display settings, selection, and date filters. For the basics of filtering and saving your own views, see Getting Started with the Claims Page. To act on many claims at once from a group, see the bulk actions in How to Resubmit Claims in Bulk.

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Start from a Default View

Every user starts with three built-in views on the left side of the Claims Page. They are a good starting point before you build your own.
✨Smart Tip: Start your day in My Claims to see only the work assigned to you, then switch to Workable Claims when you’re ready to pull more.
Your own saved views appear alongside the defaults. Views are stored per user and follow you across sessions, devices, and sites — set one up once and it’s there tomorrow, no matter where you log in.

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Grouping Claims

Grouping breaks a long, flat list into collapsible buckets so you can see the shape of your work and attack it in order. Claims grouped by work queue and ordered by balance You can group by work queue, reason, site, and other fields. Within a grouped list you can:
  • Order groups by count or balance — sort by balance to work the biggest-dollar buckets first.
  • Collapse a group — right-click a group header to collapse all groups and scan the buckets at a glance.
Group by Reason is the most powerful option for daily work. It merges submission errors, rejections, and denials into a single prioritized worklist, with each reason broken out into its own bucket — so you no longer bounce between separate lists. A single work queue grouped by reason for an individual biller
✨Smart Tip: A common team setup — managers group all claims by work queue and order by balance to see the full revenue funnel; individual billers filter to one work queue, group by reason, order by count or balance, and save that as a view so they always work the highest-leverage bucket first.

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Acting on a Whole Group

Once a bucket is worth a repeatable action, you can act on the whole group at once:
  1. Right-click the empty space in the group and choose Select all in the group.
  2. Open More Actions at the bottom of the screen.
  3. Choose the action — for example, update insurance, submit, or edit prior authorization — to apply it to every selected claim.
Selecting all claims in a group and opening More Actions

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Choosing Which Columns to Show

Use the Display button to control which columns appear in the table. Several useful columns are hidden by default, including:
  • Site — visible in both the table and the individual claim view, which helps when you work out of a parent site across multiple child sites.
  • Supervising provider
  • Submitted insurance
Turn on the Show Pre-Athelas Claims toggle (off by default) to include historical claims from before your practice’s go-live date.

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Selecting Claims

You can select up to 50 claims at a time — a deliberate performance limit so the page stays fast, even on lower-powered machines. To work a larger bucket, scroll down to load more rows first, then select. Each time you re-select, the page grabs everything currently loaded — so scroll to the bottom of a group, then select all to capture it in one pass.

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Filtering by Submission and Remittance Dates

When your list of claims and remittances grows into the thousands, date filters are the fastest way to zero in on a specific window. Open the filter panel to find four date filters: Submission before, Submission after, Remittance before, and Remittance after. The submission and remittance date filters in the filter panel The process is the same for all four. For example, click Submission before and pick a date. Choosing a date for the Submission before filter The list updates to show every claim submitted before your chosen date, starting with the submission closest to that date. Filtering by Submission after instead begins the list with the most recent submission. Claims filtered by submission date
✨Smart Tip: Combine a date filter with Group by Reason and save it as a view — for example, “Denials, last 30 days” — to build a repeatable, time-boxed worklist.