Payer Correspondence Type

athenaCollector

A payer correspondence record represents mail sent to your athenaMailbox address, specifically non-payment documents from a payer. These documents are usually notices of upcoming actions, changes, or inquiries. Payer correspondence records are available for your review in the Correspondence Dashboard.

 

Note: It is best practice to work the Correspondence Dashboard daily. The Correspondence Dashboard contains any correspondence that has come to your pay-to address. Examples of correspondence include patient letters, insurance company letters, and W-9 requests.

 

Review the record to determine what action is needed. Click the For whole deposit batch link to view the full document recovered from the payer. After you review the document, take the most appropriate action to resolve the record.

 

 

  1. Display the Correspondence Dashboard: On the Main Menu, click Financials. Under PAYMENTS, click Unpostables. In the left menu, under Correspondence, click Correspondence Dashboard.
  2. Click a linked number in the Practice Review Required column to generate a worklist of correspondence records of that type. The worklist appears in the Task Bar.
  3. In the Task Bar worklist, select a sort option from the Sort by menu.
  4. Click the group name to expand the list of correspondence records in that group.
  5. Click the linked correspondence ID number at the right of the item. The Correspondence Record page appears in the Workspace with the details of the correspondence item.
  6. On the Correspondence Record page, you can review the record and view the image located below the Details section. You can click the links marked smaller, larger, and rotate to adjust the image, and you can update the data fields. Record details are located at the top of the page, followed by data input fields.

In the Select an action to resolve or reassign record section

  1. Click the Update status and reassign record option.
  2. From the Update status menu, select Closed: Record Reviewed/Action Completed.
  3. Click Submit.

 

  1. Display the Correspondence Dashboard: On the Main Menu, click Financials. Under PAYMENTS, click Unpostables. In the left menu, under Correspondence, click Correspondence Dashboard.
  2. Click a linked number in the Practice Review Required column to generate a worklist of correspondence records of that type. The worklist appears in the Task Bar.
  3. In the Task Bar worklist, select a sort option from the Sort by menu.
  4. Click the group name to expand the list of correspondence records in that group.
  5. Click the linked correspondence ID number at the right of the item. The Correspondence Record page appears in the Workspace with the details of the correspondence item.
  6. On the Correspondence Record page, you can review the record and view the image located below the Details section. You can click the links marked smaller, larger, and rotate to adjust the image, and you can update the data fields. Record details are located at the top of the page, followed by data input fields.

In the Select an action to resolve or reassign record section

  1. Click the Update status and reassign record option.
  2. From the Update status menu, select one of these events:
    • Manager Review Required
    • Provider Review Required
  3. Click Submit.

 

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