Medical Billing Update Process

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What is the first step to take when examining a rejection letter from client's UM?

Update the comments field

Notify the Case Manager

Check the Declaration pages and LORs

Verify the signature matches the client's signature (correct)

What is the purpose of checking the 'Dec Page Received' field?

To update the insurance tab

To mark the Declaration pages as received (correct)

To confirm receipt of the rejection letter

To notify the Case Manager

What should you do if you notice a discrepancy in the signature for the client's UM?

Check the insurance tab

Verify the Declaration pages and LORs

Notify the Case Manager immediately (correct)

Update the comments field

What should you do after completing the liability carrier section?

Repeat the same steps as outlined above Signup and view all the answers

What is the purpose of clicking the 'LOR Received' field?

To mark the Letter of Representation as received Signup and view all the answers

What is the importance of maintaining an organized file?

To insure no DEV-T's are created Signup and view all the answers

What is the purpose of reviewing the UM declaration page and rejection letter?

To verify that our client has no additional coverage other than the liability carrier Signup and view all the answers

Where can you find the LOR and Declaration page documents?

In the document section of Litify Signup and view all the answers

What happens when you click on the file in the document section?

A preview window will appear Signup and view all the answers

What is the benefit of clicking on the number of documents displayed per page?

You can view more files without navigating away from the current browser window Signup and view all the answers

Why is it advisable to add a provider even if there's uncertainty about their relation to the accident?

To ensure no provider could be missed Signup and view all the answers

What should you do if the provider is not on the list?

Add a 'New Party' as a 'Litify Business or other entity' Signup and view all the answers

What do you need to choose after clicking the 'Treatment Date' field?

The date the client started treatment with the provider Signup and view all the answers

What is the purpose of adding a new treatment update?

To request relevant bills and records from the provider Signup and view all the answers

What should you do when you encounter a missing provider in the 'Treatment' tab?

Add the provider to the system Signup and view all the answers

What is the importance of dating the action?

To document the actions taken Signup and view all the answers

Why is it beneficial to send a Chatter?

To memorialize the data in the file Signup and view all the answers

What is the purpose of completing the 'Details Tab'?

To verify the current balance of medical bills Signup and view all the answers

Why is it important to repeat the steps in all files?

To ensure consistency in the process Signup and view all the answers

What is the benefit of clicking 'Share'?

To make the information accessible to others Signup and view all the answers

What is the current status of the total balance in the example?

Pending verification Signup and view all the answers

What should be done immediately when health insurance is noted?

Send a message to the Health Insurance Department Signup and view all the answers

Why is it important to update the In Treatment Google Sheet?

To provide a snapshot of all Case Managers' files Signup and view all the answers

What should be done if a client does not have health insurance?

Type 'NO HEALTH INSURANCE' in the file Signup and view all the answers

What is the primary responsibility of Case Advocates?

Completing the 'LLC' data Signup and view all the answers

What should be obtained from the client ASAP if they have health insurance?

Photos of the back and front of their health insurance card Signup and view all the answers

What is the purpose of sending a message to the assigned Insurance Assistant from the POD?

To initiate the Ante Litem process Signup and view all the answers