Adding claim status notes

You can attach a claim status note to all the completed procedures on a claim or to only specific procedures. A claim status note is an internal note that you can reference when an insurance payment is received. You can also attach a claim status note to procedures when you are posting charges.

To add a claim status note

1.   On the Ledger tab, select the procedure that you want to add a claim status note to.

2.   Right-click that procedure on the Ledger, and then click Claim Status Note on the shortcut menu.

The Claim Status Note dialog box appears.

3.  Set up the following options:

·        Note - Type the text of the note.

·        Note is for all completed work for this claim - Select this option to have this note be attached to all the completed work that was posted for the corresponding claim. With this check box clear, the claim status note will be attached to only this procedure.

·        Pop up when posting insurance payments - Select this check box to have this note appear when you post an insurance payment.

·        Initials - Type your initials.

·        Note Date - By default, the date of the note is the current date, but you can change it if necessary.

·        Insurance claim type - Select whether to have the note be attached to procedures on the primary claim, secondary claim, or both.

4.   Click OK.

 

Need more help?

You can visit our website, contact EndoVision Customer Support, or suggest a new feature or improvement on User Voice.