Electronic Billing - Claim Follow Up Notes
How can I track follow-up efforts on claim status?
Administrators, Billing
When claims get partially paid or denied and need follow up, or when you want to documentation around billing corrections, use the Claim Follow Up Notes feature to track your progress and follow-ups with funders.
Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.
How to create a Follow Up Note:
Open the Global Action Menu (" Select: Add..." dropdown).
Select: "Billing: Manage Batches & Submit Billing"
Click on the "Review" tab
Adjust the filters to show the activity records you would like to create a follow up note for (1). Select the checkboxes for records you want to apply the note to (2), and click "note a follow-up" (3).
Once the Follow Up Note window loads, you can input information relevant to the follow up you have done or need to do. The "Follow Up Note" dropdown options can be configured in the "Claim Follow Up" utility. If you click the "Future follow up" checkbox, you can select a date for the future follow up.
Viewing Follow Up Notes:
You can see that one or more follow up notes exist on a record by the checkbox in on the review tab:
To view the notes themselves, you can run the Claim Follow Up Note Report. The date filters correspond to the service date on the record:
You can also build custom reports using the Advanced Report Builder, which can pull in Follow Up Note data.
Reminders for Follow Up Notes:
If you want a reminder on the future follow up date you selected, you can opt in to receive reminder messages to your message center.
Settings > Provider Build > Utilities dropdown > "Rules and Notifications"
To the Rules grid, you can add rule 90 - "A follow-up reminder was scheduled for the below claims:"
This rule does not take any parameters or delivery assignments; it will always send a message to the creator of a follow up note on the selected day of the future follow up.
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