When working on a claim issue for a specific payer, it can be helpful to have access to all relevant resources such as portal links, policies, forms, and contacts in one place. In this article, we will show you how to add and access these resources.
Adding a primary phone number, website, and payer portal
To add a phone number, website URL, or payer portal URL directly from a claim:
Click into the claim detail view
Scroll down and expand the Payer section of the Claim details tab
Click the pencil next to the field you'd like to update, enter the information, and then click Save
To add a phone number, website URL, or payer portal URL from the payer's landing page:
Click Account resources in the upper navigation, then All payers
Select the payer for which you'd like to update information
Click into the Info tab to the far left
Click Edit in the upper right
Enter the appropriate information and then click Submit
Adding additional contact information, policies, and forms
To add a phone number, website URL, or payer portal URL directly from a claim:
Click into the claim detail view from the Denials worklist
Scroll down and click into the Appeal assistance tab
Click into Manage appeal forms or Manage policies depending on the type of information you'd like to add
To add additional contact information, policies, and forms from the payer's landing page:
Click Account resources in the upper navigation, then All payers
Select the payer for which you'd like to update information
Click into the Contacts, Policies, or Forms tab depending on the type of information you'd like to add or update