Create and Manage Claims for an Encounter as a Coordinator
1. Create a New Claim
Any claim created will be saved to the patient in the encounter. There is no limit on how many claims a patient can have.
New Workers Comp injuries will typically not have a claim # and is typically assigned by the Client Claim Admin within 24 hours.
Note: Workers Compensation data entered is related to a claim. Any changes made to WC data will update the WC data for all encounters that are related to that claim.
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1.1. Confirm
After you click OK, the Edit Claim page will open in a pop up window. Please make sure that you allow pop ups in your browser.
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1.2. Enter New Claim Details
- Enter the Claim Number from the Point of Injury Report, employer's 5020 or Transfer of Care Medical Documents. You can use letters, numbers, and symbols. For new Injuries without a claim number, leave it blank.
- Set the Claim Type. Setting the Claim Type will allow you to set the claim status. There is a claim type for each state requiring state specific forms. If the Claim Type is set to the default, you will not be able to set the claim status.
- Click on SET CLAIM
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2. Set the Claim Number for an Encounter
Click on SET CLAIM. When a claim is set to an encounter the Claim Details section will show for that claim
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3. Edit a Claim
Click on EDIT CLAIM to change claim information
- Edit Claim Number
- Edit Claim Type
- Click on SUBMIT
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Once you select and update the claim status, refresh the page and the Claim Status will be updated.
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