Add Follow Up Notes

Follow Up Notes lets you add related notes to one or multiple submitted claims at once. Using follow up notes helps you and your team stay up to date and organized on the status of the claim with the payer. 

  1. Select Claim > Follow Up Management.

  2. Enter your Search Criteria or Load a Search Filter.

  3. Check the box next to the claims you wish to update.

  4. Click the Add Note button and add the desired note.

  5. Use the checkbbox(es) to select the customers and users that can view this note.

  6. Click Save.