# Claim Submission

The **Claim Submission** report provides all the data for posting the claims. This will help the users to view all the claims related information.

***

### Steps to Generate the Claim Submission Report

* Open the **Claim Submission** report by navigating to **Home > Reports > Insurance Reports > Claim Submission Report.**
* Set the **From** and **To** date range.
* Optionally, use the **Clinic**, **Doctor**, **Price Group** and **Insurance** filters to refine results.
* Click **Search** to generate the report.

***

### Report Structure

The generated report includes detailed information such as the **serial number, MRN**(Patient PIN)**, patient name, date of birth** (formatted as dd/mm/yyyy)**, gender, and patient Emirates ID.** For non-residents, the **passport** number is displayed. It also lists insurance details such as **TPA ID or name (Receiver ID), Insurance ID number,** and the **policy expiry date** (dd/mm/yyyy).

Clinical data includes the **visit date, doctor name, Ordering Clinician ID, Performing Clinician ID,** and **payer ID** (insurance name or ID). Additionally, the report displays the **chief complaint, invoice number,** and **invoice date** (dd/mm/yyyy), along with CPT codes and treatment information such as **type, CPT code, quantity, unit price, total amount, patient share,** and **net amount.**

Based on configuration, the report also includes additional clinical fields. **Height, Weight, BMI, BPS,** and **BPD** are populated from the latest **Precheck/Vitals** entry captured for that visit. **HBA1C** and **eGFR** are populated from the laboratory data mapped to the relevant **CPT** codes.

If applicable, the report also shows pre-authorization details, including the **pre-auth code, approved date** (dd/mm/yyyy), and **expiration date** (dd/mm/yyyy). Administrative information such as the **employee ID, department,** and **patient highlights** is also included to assist with operational context and follow-up.

The screen also includes functional tools: **Pagination**(To browse multiple pages of results), **Zoom and Refresh** controls, **Search within the report, Print,** and **Export** options.

{% hint style="info" %}
For clinics registered under **Shafafiya**, the report displays both insurance and self-pay invoices. For clinics registered under **DHA** and **Riayati**, the report displays only insurance invoices (claims). The report also includes an additional column **Invoice Type** to indicate whether an invoice is self-pay or insurance.
{% endhint %}

***


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://unitecare.gitbook.io/uniteemr/reports/insurance-reports/claim-submission.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
