How to make changes to claims in bulk
When you need to make the same correction to a number of claims, it is tedious to go into each claim and make the change. We have a Bulk Change feature that allows users to make the same correction on multiple claims at once
Note: Changes are only allowed for the claims in an "editable" status, i.e. Saved, Rejected, or Private Claims, except for "Bulk Add Comment".
Here are the steps:
- From your Dashboard, select Bulk Change on the left menu
- Select the bulk change item and enter the Claim ID range*
- Add a comment with a reason (optional)
- Click Submit
- Enter your billing number to confirm the request
*When entering the Accounting ID’s that require the change, you may choose to enter each individual ID separated by a comma (example: 12345,12347,12350,12355) OR you can select a range of claim ID’s by using the dash symbol- if the ID’s are in consecutive order (example: 12345-12445).
You can see the status (pending v.s. completed) at the bottom of the page. Requests for Bulk Change are usually completed within 5 minutes.