You must have Billing permissions to write a claim memo.
Before You Begin
This feature is only available to TheraNest customers who submit claims through the Apex Clearinghouse.
At this time you can only write a claim memo for claims that have been submitted to the clearinghouse. Claims in "Awaiting Submission" cannot have a claim memo.
You cannot edit a claim memo or delete a claim memo after you click save. You can however, write a new claim memo.
Write a Claim Note
- Click on Billing in the Primary Navigation bar.
- In the sidebar menu click Claims.
- Click on the tab your claim is under.
- Find your claim and click the Actions button.
- Choose Add Claim Memo from the dropdown.
- Type your note.
- Click Save.