Summary
In this video, we guide you through the process of efficiently managing claims in OneSpot. We demonstrate how to update a claim status to 'Rejected' using the Reject claim action, while ensuring all crucial rejection details are thoroughly documented for future reference.
Chapters
0:00 Introduction
0:24 Using the 'Reject' Claim Action and Documenting Rejection Information
2:05 Create To-Do
2:36 Locating Rejected Claims
2:56 Follow-Up Claim Actions
3:07 OneSpot Knowledge Center & Contact Us
Optimize Your Workflow: Handle Rejected Claims Like a Pro with OneSpot
Work Claims When You’re Ready, By Their Status
When you update a claim's status to 'Rejected,' it’s automatically sorted into the appropriate Claim Filtering tab. This feature makes it easy to filter claims by status, allowing you to revisit and work on them whenever you’re ready to take action.
Simplify Rejection Delegation
Using the ‘Reject’ action, you’ll have the option to Create a To-Do. If you're not ready to tackle the claim immediately this feature lets you set a follow-up reminder for yourself or another OneSpot user.
What's Next? Clear Follow-Up Actions
After marking a claim as ‘Rejected,’ you'll be able to take one of the following claim actions: Correct, or Complete. These options ensure you don’t miss any critical steps in your follow-up process, keeping your claims resolution moving forward.