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Hi guest!
That is exciting!
Yes no problem, in order to "retire" a claim, select the claim and click "edit" to open the claim. You will find the "retired" check box toward the lower right hand corner of the claim in box 28, right underneath the "total charge" field. Check mark it there, click "yes" on the prompt, and then save & close the claim, and that "retired" checkbox will be marked :)
Hope this helps, let me know if you have any further questions!
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We've just begun actually using the DW claim format (our office manager had previously done them manually!); however, have gotten our first DW claim paid/closed. I am unable to place a check in the retired box on the claim page. Is there something else I need to look for, or another place I should be checking?
Thank you, in advance, for your help!
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Hi pberley!
Great question. Yes - that "retired" check box is what you will want to use when your claim is ready to be closed. This is remove the claim and amounts from reporting considerations. You will still be able to see and view the claim if needed, but it will be marked as retired!
Feel free to contact us with any further questions!
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When all of the insurance has posted to the claim how do we "close" the claim out? I know there is a "retired" button on the claim form but I don't want to use it until I know what exactly it does. I would like the claims that are no longer outstanding to be removed from my list of claims.
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