Customize Email - Generates an email task where a claim decision can be explained, Log a Call - Where the results of a call to a clinic are entered, Show Pre-x Conditions - Opens a Pet's Medical History, Need Invoice - Sets a claim on hold and requests a new invoice if what we have is insufficient, ALT  - Coverage type not used when processing claims, EX - Coverage type for exams , MI - Coverage type for items not eligible for insurance coverage, PP hyperlink  - Opens to the PP page where their phone number, Closed Activities, etc., live, Request Claim Visit Notes - When unable to reach the clinic by phone for info, this sets the claim on hold and requests records for the DOS, Claim hyperlink - Opens the Claim page in CRM where info, such as the DOS, can be edited, as needed, Workspace hyperlink - Directs back to the queues, Pending ACIL MH - Sets a claim to pending while medical history is requested and reviewed,

Work Work Work Work Workspace

طباعة
تضمين

لوحة الصدارة

النمط البصري

الخيارات

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