Manage Follow Up Notes

Follow the steps below to manage follow up notes.

  1. Select Claim > Follow Up Management.

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

  3. Click on a line item to open up a specific claim.

  4. Click the Add Note button to add a new text box.

  5. Type your note in the text box.

  6. Additional options:

    1. The copy icon  copies the note to other unpaid claims for this patient.

    2. The gear icon  is used to configure which users can view this note.

    3. The remove icon removes this note from the claim.

    4. The Undo Icon Undoes removing the follow-up note.

      You can only undo this action  if you have not saved the claim.

  7. Click Save. Otherwise, click the Close button.

    Reduce the amount of clicks when saving by using the Save button’s drop-down arrow  to update this claim and move onto another record or return back to your search results.