Patient Phone Number on Unresolved Claim Report

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    Kenneth Rhodes

    The purpose of the unresolved claims report is to list claims that are more than 15 days old and provide a way for the office to follow up on those claims. When a claim first appears on the unresolved claims report, the claim will be listed under the plan name on the left hand side. On the right hand side is the claim detail with the plan name and phone number listed at the top of the page.

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    On the detail page, the office has the opportunity to decide to follow up with the carrier, the patient, or to close the claim. The office can also decide how many days in the future, up to 7 days, they want to follow up on the claim. The default selection is to follow up with the carrier in 1 day.

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    If the office decides to accept the defaults, they would simply click the save button at the bottom left corner and this claim will be removed from the report until the next day. At that time the claim would again be on the unresolved claim report under the plan name. When the office selects a claim, the plan name and plan phone number will display at the top of the page and the office will have the same choices as before.

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    If the office decides to follow up with the patient instead of the carrier, then they would select “Patient” in the drop down window under “Follow up with” and then select how many days in the future they want to follow up with the patient and then click “Save”. The claim is then removed from the unresolved claim report. If the office selected to follow “up in 1 day”, the claim will be on the report again the next day.

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    The next day, when the unresolved claim report is opened, there will be a new “Patient”  category on the left column. This will list all of the patients that the office has chosen to follow up with the patient directly. When the list is expanded and a claim is selected, the claim detail will be displayed on the right hand side with the patient’s name and phone number shown at the top.  The office will have the opportunity to choose again to follow up with the patient or the carrier. (Note: If the office does not make a selection and click on “Save”, the patient will remain in the “Patient” Category with the patient name and number the next time the unresolved claims report is opened up. )

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