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How to assign claims

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Written by Hui Yu Chuang
Updated over 2 weeks ago

This action applies to claims in Coding Review, Claim Review, CH Rejection, Paper Claims, ERA Exception, EOB Posting, EOB Reconciliation and Denial.

Step 1: Use the checkbox in the top panel to select all claims on the current page,

or select individual claims by checking the box next to each claim.

Step 2: Click on the Assign button on the top right hand corner

From the dropdown lists, select the user you want to assign the case to, choose the appropriate claim status, and select the work queue to send it to. Click Confirm to complete the action.

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