Overview
This should be used to document the important details of your denials. You will need this information when filing a corrected claim or appeal. This action will create an entry in the 'Activity' tab found within the Claim Details.
Click HERE to view the video version of the instructions below, where we walk you through the same steps using a real-world example and share additional helpful tips for documenting claim denials.
Instructions
1. Select ‘Deny.’
2. ‘Denied Date’ will default to the current date, if needed this can be edited.
3. Select the denial reason from the drop-down menu.
4. Enter a comment. This could include the claim ID from the payer, claim adjustment reason/group codes, or the remittance advice remark codes.
5. 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.
6. When finished, select ‘Save,’ or if you do not want to save the information, select ‘Cancel.’