- Open the Claim Details as seen here. This can be accessed from Claim Query or linked from related deposits:
- Begin by clicking the Comments button under the Messages and Monitoring portion of the Claim Details:
You can also utilize the Claim Comment from the toolbar:
- Click "+" to Add Comment or the pencil icon to Edit Comments:
- Add Comment, use Default Comments, Biller Action and Followup Date as needed, then Save Biller Action is used to document any follow up needed by billing. This will be used for reporting as well as tracking and is especially helpful when working Aged Receivables.
Followup Date is important as this will alert the date the action needs to be taken.