Avatar PM 'Claim Follow-Up' Form
Scenario 1: 'Claim Follow-Up' - Verification of Submission
Specific Setup:
- Avatar PM Registry Setting 'Claim Follow-Up' must be enabled
- Client with claim(s)/service(s) eligible for 'Claim Follow-Up' entry
Steps
- Open Avatar PM 'Claim Follow-Up' form; select client record for Claim Follow-Up entry.
- Select 'Add' in 'Add, Edit Or Delete Claim Follow-Up' field (or select 'Edit' for review/update of existing entry).
- Select value in 'Guarantor' field.
- Select value in 'Claim' field.
- Select value in 'Denial Type' field.
- Select value in 'Service(s)', 'Insurance Based Denial Reason' and '835 Denial Reason' if desired.
- Select value in 'Assign Claim For Electronic Re-Billing' field (and 'Claim Submission Reason Code' field if applicable).
- In Follow-Up Status/Comments form sub-section, select 'Add' in 'Add, Edit or Delete Row' field (or select 'Edit' for view/update of existing Follow-Up Status/Comments entry).
- Select value in 'Follow-Up Status' and 'Followed Up' fields.
- Enter/select values in 'Denial CRN#', 'Current CRN#', 'Next Follow-Up Date' and 'Completion Date' fields if desired.
- Enter value in 'Comments' field.
- Click 'Update Row' button to save Follow-Up Status/Comments entry.
- Click 'Submit' button to file 'Claim Follow-Up' form/record.
- Ensure filing confirmation dialog noting 'Claim Follow-Up has completed. Do you wish to return to form?' is presented; click 'Yes' button to return to 'Claim Follow-Up' form.
- Select 'Edit' in 'Add, Edit Or Delete Claim Follow-Up' field for review of existing entry.
- Select existing entry in 'Select Claim Follow-Up To Edit Or Delete' field.
- Ensure values for all fields are present in 'Claim Follow-Up' form as previously entered/field for selected entry, including rows/entries in the Follow-Up Status/Comments form sub-section.
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Topics
• Claim Follow-up
• NX
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