Manage Follow Ups

Change Follow Up Date

Follow the steps below to change the follow up date.

  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 on the Calendar Icon and select the new Follow Up date.

  5. 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.

     

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.

Set Follow Up Date

You can also add follow-up dates to one or multiple claims in order to boost insurance receivables by checking up on claims at a specific day or date. Follow the steps below to manually add a Follow Up Date to multiple claims at once.

  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 Set Follow Up button 

  5. Enter the new Follow Up Date.

  6. Click Save.

Enter Patient Notes

Follow the steps below to Enter Patient 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. Locate and click on the Notes tab from the side-panel.

    1. Use the drop down menu to select the type of note you want to enter.

    2. Click the Add Note button to start creating the note.

    3. Click Done.

  5. 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.

Manage Tasks for Follow-up Claims

Follow the steps below to change the follow up date.

  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 Create Task button.

    Visit our Tasks Help Artifices  for detailed steps on how to add and manage tasks.

    1. Enter your task Title.

    2. Set the Due Date, Status and Priority.

    3. Enter the description for this task.

    4. Add any links to this task.

    5. Select which user to assign this task to

    6. Click Save 

  5. 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.

     

Open Related Records

Follow the steps below to quickly open any related records to this claim.

  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 More button.

    1. Open Claim: Opens the claim record

    2. Open Patient: Opens the patient the claim was sent for.

    3. Open Payer: Opens the payer this claim was sent to.

    4. Open Provider: Open’s the provider that billed this claim

  5. 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.