Customize Email - Generates a claim email task where coverage decisions can be explained to the pet parent, Log a Call - Where notes from a call to a clinic can be entered, Show Pre-x Conditions - Shows a pet's pre-existing conditions, medical history, and claims on the same screen, Show Invoice - Opens supporting documents for the claim, such as the invoice, NA - This is not a coverage type we use when processing claims, EX - Coverage type for exams , MI - Coverage type for items not eligible for insurance coverage, Pet Parent hyperlink - Opens the PP page where their phone number, closed activities, etc., live, Request Claim Visit Notes - Used when unable to reach the clinic for info by phone, 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, Diagnoses Details - Where pet parents sometimes provide additional information about the claim, Pending ACIL MH - Sets a claim to pending while medical history is requested and reviewed,
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Pettrain
Adult Ed
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