Task Name
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Task Name displayed in the Task Viewer
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Refile by Submission
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Select Paper, Electronic, or All to be refiled
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Refile for Claim Format
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Enter/Select the Claim Format to be refiled (optional)
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Division
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Enter/Select the Division to be refiled (optional)
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Carrier
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Enter/Select the Carrier to be refiled (optional)
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Plan
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Enter/Select the Plan to be refiled (optional)
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Staff
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Enter/Select the Staff member to be refiled (optional)
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Date of Service
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Enter the beginning and ending dates of service to be refiled.
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Claim Filing Date
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Enter the beginning and ending claim filing dates to be refiled.
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Close and Refile Items in Follow-up
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Select this option if you want claims that are in the Follow-up Manager to be closed and refiled.
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Force Refile To
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If you Refile by Submission, you can force the refiled claims to go to:
| • | Electronic/Paper (Based on Carrier) |
| • | Test (Paper and Eletronic) |
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Patient Policy Level
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Refiles may be limited to specific levels of insurance policies:
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