Overview
Occasionally, a claim may not reach the intended payer. If research determines that the payer does not have a record of the claim, this action will assist you with documenting that it has been refiled. This action will generate an entry in the Activity tab within Claim Details and update the Last Worked date, ensuring a clear record of recent activity on the claim.
Instructions
1. Select ‘Refile Claim.’
2. Enter the date the claim was refiled.
3. Enter a comment. This could include a more detailed reason for refiling the claim.
4. Optional: By checking the 'Create To-Do' box, you can set a reminder to follow up on this claim, including adding notes on any additional actions that need to be taken. For more information, please refer to the Create a To-Do within Claim Actions documentation.
5. When finished, select ‘Save,’ or if you do not want to save the information, select ‘Cancel.’