1. Template Overview
This article will help you to understand how to:
Create a form template which allows you to save appeal forms by payer and available for end users to complete
Leverage autofill fields to save time when building forms and produce accuracy pulling data from 835 and/or 837
Edit or delete a form template
Format like a pro with tips and tricks
2. Creating a form template
Navigate to the Account Resources > All Payers
Select the Specific payer.
Click into the Forms tab and then click Create template.
Upload the PDF form you would like to convert to a form template. In this step, you can rename it as well as opt to show the form template on all denials for the specific payer. Click Create template.
Select the “Show this template box” to attach form to all related mapped insurances.
3. Leveraging autofill fields
After you've converted a PDF form into a Rivet form template, It's time to turn as many fields as you can into autofill fields to save your team from manually filling out these fields for each denial. This will help you save time when building forms and produce accuracy pulling data from 835 and/or 837.
When you open the file you will see white “Text” boxes.
To turn a white text box into an auto-fill field:
Click on the text box
Select the field you would like to replace it with from the Autofill dropdown on the right hand bar.
This will replace the Text box with the autofill field
3. To create a new field (whether autofill or non-autofill), drag and drop the appropriate field from the left hand bar. You can resize boxes to fit your needs.
4. Preview your form template to see how your form template looks.
Green fields will indicate autofill fields
Yellow fields will indicate fields your team would need to fill out manually
Red dots indicate required fields
5. Select Compose to open the template and update or change any information.
4. Editing or deleting a form template
1. Click the three dot menu next to the automation rule you would like to edit or delete.
2. You are able to edit or delete the form template by selecting the 3 dots.
3. If you're editing the form, any changes you make will be auto-saved.
4. Formatting tips and tricks
1. Use the Format dropdown on the right hand bar to format a date or name field according to how the pdf form dictates.
2. Requiring a field will surface a red dot next to it when your team fills out the form and let them know how many required fields are remaining to complete before it's ready to submit.
3. Allowing a field to wrap multiple lines is a good tool to use for explanation fields where you may be writing multiple sentences or paragraphs.
4. Use a default value for fields that will have the same answer no matter what kind of denial you're filling it out for (e.g. a mailing address).
5. Keyboard shortcuts will help you navigate and edit your letter template more efficiently.
Action | Windows | Mac |
unselect a field | Esc or Backspace | Esc or Backspace |
delete a field | Delete | Delete |
move right through fields | Tab | Tab |
move left through fields | Shift + Tab | Shift + Tab |
move fields | ← → ↑ ↓ | ← → ↑ ↓ |
zoom in | Crtl + + | Cmd + + |
zoom out | Crtl + - | Cmd + - |
copy | Ctrl + C | Cmd + C |
paste | Ctrl + V | Cmd + V |
cut | Ctrl + X | Cmd + X |
undo | Ctrl + Z | Cmd + Z |
redo | Ctrl + Shift + Z | Cmd + Shift + Z |
If you have any additional questions about the Claim Resolution feel free to chat in or email at support@rivethealth.com.
Suggested Next Article - Creating and Editing Instructions