Overview
The Add Note action allows you to document general information about a claim that doesn’t fall under specific statuses. For example, if you called a payer to void a claim that was accidentally submitted, and they plan to recoup the overpaid funds with a future payment, you can record important details such as the claim ID, reference number, and call notes.
This action automatically creates an entry in the Activity tab within Claim Details, and updates the Last Worked date, providing a clear and up-to-date record of recent activity on the claim.
Instructions
1. Select Add Note.
2. In the Note field, add the information you'd like to document (e.g., call details, next steps, etc.).
3. Optional:
- Mark as Stalled: If the claim is temporarily unworkable due to situations such as payer-specific issues, pending write-off approval, or credentialing errors, check the Mark as Stalled box. This action will not alter the claim’s current status, but instead flags the claim to indicate that it’s been stalled for a specific reason. For more details, see the Mark as Stalled documentation.
- Create a To-Do: If you’d like to set a reminder to follow up on the claim, check the Create To-Do box. You can use this to add tasks or track any additional actions that need to be taken. For more information, please refer to the Create a To-Do within Claim Actions documentation.
4. When finished, select Save, or if you do not want to save the information, select ‘Cancel.’