Claim notes allow you to record relevant insurance information directly in the claim’s history. This is helpful for logging events such as reaching out to an insurance payer or contacting a client for follow-up.
To add a claim note:
- Navigate to the claim
- Click Claim Details
- Go to the Claim Notes tab and click Add note
- Enter the note and click Save
All notes added to a claim will be saved in the Claim Notes tab, along with the date and time they were added.
Information that’s helpful to store in this tab includes:
- Follow-up calls to the payer
- Contact information for the payer, such as the phone number and name of the representative you spoke with
- Claim processing updates
Claim notes can be edited and deleted. However, if a claim is deleted, its notes will be lost. Claim notes can’t be exported, so if you’re deleting a claim and would like to save its notes, we recommend recording that information separately and saving it to the client’s file.