Overview
Once a claim is finalized in your practice management system, you can use the ‘Complete’ action in OneSpot to update its status. This allows you to document whether the claim was paid by the payer, if the remaining balance was transferred to the patient or another payer, or if it was written off or canceled. This ensures accurate tracking and a clear record of claim resolution.
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 ‘Complete.’
2. ‘Completion Date’ will default to the current date. If needed, this can be edited.
3. Select a reason for completing the claim.
Note: If you select 'Paid' as a reason, the comment field will not be required. All other reasons will require a comment.
4. Enter a comment. This could include a more detailed reason for completing the claim.
5. When finished, select ‘Save,’ or if you do not want to save the information, select ‘Cancel.’