Notes

Intial sales order

Bt

Type intial load na old soft to new

Created by

By Prochant na prochnat

Then date is tere

Sales xcase 002915pat id

Sales order via

Paymemnt retraction

Reason

Same in one opne

Closed

Recalculated – DOS adjust off

Corrected claim – void also check

Order financial tba

All

In voice

Co insurance – paitenmt invoice closed – blance

Clinal tab – NPI

Ph add

Dx code cod

Insurance tab

Ath – far expired

Cmn – cmn exprried

Error message wqarning message

Sttaus on hold – what happen dto see

Insurance ye s- coverga eyes

Paitient – wasit for prevus before billing – should be on

Insurance tab

Message tab

Error tab

Hold message

Sales cases

Order clinal isrance financial message

Last one hoistoru

History check

Documents enna lam we check

Imporatamt item

Itemns – will be seen tmrw

Operation dash board

Pro – client

Concern concern any issues

U will drafting mail mentioning concern error u mail - -it may simple – action – insurance update –pat
dieses –

Mail – support Prochant -0

Cases – rafique team leader

Opening his name

Account manager attention

Issue teams ac counts manger

Sales force trackon that

Clinet mail

Support at Prochant

U will be acting prochnaty - -acc

Isues u have sned and tahts upto me

Forward the mai l

Whom is whom

Auto response 0- be careful

Quick date today

Last touched date

Process cash posting all payers

Staysytus forwed ops

And

Process sub reason manual deposit

Delivery team
Cash

Operation own

Raman

Excel download

Status

Acc manager

Email

Escalated 2 days

For ops

In process

On hiold

Waiting for customer

8 – 7 -2020

Paid amount

Allowed am

Mode of paymemtn

30 daysa check

How much
Date to date check

Rep to ask

Bank to deposit

Done when done

To cash team reported

Address client address check

Paymmet

Singl e

Bullk

One chque single single eft

Bulk one insurance bill regalra 100 150 claim single shot payment

Fed

Order entry

Order confirmation

Billing

Cash

Transmission

Equipment sshort points

Procedings

Process
Lakshminarayanan

Inputs

1st clean -

[8/7 9:26 PM] Goutham Kumar

BILLING NOTE TEMPLATE
DOS:
PRODUCT/HCPC:
Insurance Name
and
Phone Number:
Issue and source:
ACTION:
Reference Information:
AR Line Status:

[8/7 9:28 PM] Goutham Kumar

PAID NOT POSTED CLAIM NOTE TEMPLATE Verify Funds or Need EOB?:  EFT Date:  EFT#:  Date
Cashed/Cleared:  EFT Amount: Address Check Was Mailed To:  Payer:  HCPCS:  DOS:  Comments: 
Action: