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.