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Creating and Editing Automation
Creating and Editing Automation

Apply actions to specific sets of line items automatically and save yourself the manual effort by building automation rules.

Updated over a week ago

Use case: You might have a set of denials that you consider to be denied revenue but you don’t want your team spending time on. In those cases, you can set up an automation rule to automatically move those denials to a selected status.

Automation rules only apply to line items that match your automated status rules that are imported into Rivet after you have built the automation. If you’re using automation to clean up your worklist, you’ll want to use filters and bulk actions to manually move historic denials to the correct status. Deleting an automation will not retroactively remove the effects of that automation on historical line items. It will only delete the automation from applying to future line items.

Creating an automation

1. Navigate to your denials settings by either clicking on the Settings button on the denials worklist or by clicking Account > Denials.

2. Click on the Automation tab.

3. Click the Create automation button.

4. Build your rule criteria and select the action you would like to happen when a denied line item matches those criteria.

Editing or deleting an automation

1. Click the three-dot menu next to the automation rule you would like to edit or delete.

2. Edit or delete the rule as you see fit.

If you have any additional questions about the Claim Resolution feel free to chat in or email at support@rivethealth.com

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