Claim Inbox Settings

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You can use this page to configure how long claims stay assigned to a user before they are released.

 

On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Claim Worklists, click Claim Inbox Settings

 

 

 

You must have the Claim Worklists: Admin permission to access this page.

 

 

 

  1. Display the Claim Inbox Settings page: On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Claim Worklists, click Claim Inbox Settings.
  2. Assignment Duration (business days) — Enter the number of business days to keep claims assigned before automatically releasing them.
  3. Click Save.

 

  1. Display the Claim Inbox: On the Main Menu, click Claims > Claims Worklists. The View Claims Worklists appear in the Task Bar, with links to worklist categories. Under My Worklists, click Claim Inbox. The Claim Inbox appears in the Workspace.
  2. Click the My Claims tab.
  3. Select one or more claims to release.
  4. Act on — Select Release.
  5. Click Submit.
    Note: Releasing claims returns them to an unassigned status, allowing other users to find, assign, and work these claims through the Claim Inbox.

 

 

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