Manage Follow Ups

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.

   

    

Follow the steps below to change the claims charge status.

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 Set all charges to dropdown and select your claim's charge status from your list. 

   

   If no selections are made, the defaulted "NO CHANGE" option will keep the claim's existing charge status.

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

    

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.

   

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.

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.

   

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.

   

    

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 button found at the top of the page.

   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.

   

Need to review all the times this claim has been submitted? Or do you want to verify which payers this claim was sent to? Quickly track the claim’s submission history from within the claim following up section.

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 button found at the top of the page.

5. Select Track Claim Submission History.

6. The claim will be opened in the Claim Tracker screen.

   

   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.

   

    

When negotiating out-of-network rates for emergency services, users print and submit the Open Negotiations Form to the payer. Upon submission, this triggers two important deadlines:

1. The end of the Open Negotiations Period, which occurs 30 business days after the form has been submitted
2. The deadline to initiate the Federal Independent Dispute Resolution (IDR) process, which is 4 business days after the conclusion of the Open Negotiations Period

These "Dates" are stored within the application to allow users with multiple claims to efficiently manage the Open Negotiations process. The Open Negotiations Period End Date and the Federal IDR Initiation Deadline Date can be set when printing the Open Negotiations Form by checking the "Set the Open Negotiations Period and IDR Initiation Deadline after printing" option. For more information, please reference our Print Open Negotiations Form Help Article

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 Open Negotiations from the right-hand side panel.

5. View the previously set Open Negotiations Period End Date and the Federal IDR Initiation Deadline Date.
   
   

6. Click