Followup Wizard

Some Actions may be linked to an Action Code that have a Process Type of Followup Wizard, such as actions that involve requesting statements, refiling/reprinting claims, and resetting insurance billing.

After selecting OK to save the action, the Followup Wizard screen is displayed.

If you were working a self queue entry, only the Self-Pay options are available.  If you were working on a claim, only the Insurance options are available.  Select the option you want then select OK.  Depending on the option, you may receive different additional pop-up boxes asking for the billing message you want on the statement, or whether you wish to force a claim refile to paper or electronic, etc.  You may then receive a message that you have successfully queued a statement or claim, depending on the option selected.

After completing the Followup Wizard prompts, you will be returned to the Queue.  The queue entry you just worked will display in green.  You may continue to take additional actions on it.  To remove the green entries from your screen, simply Filter again.