Basic Call Setup
- Select a patient and click New Call
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Configure call settings:
- Choose insurance carrier and contact number
- Set the patient’s service date
- Select relevant CPT codes
- Choose a callback number
Advanced Options
- Set call urgency:
- Standard (4-hour turnaround time)
- Expedited (1-hour turnaround time)
- Queue multiple calls (up to 3)
Review Details
After selecting the Create Call button, you will be presented with all call information. Verify all of the following:- Patient information
- Insurance details
- Provider/Branch information
- Selected questions
Ensure all information is accurate before queuing calls to prevent verification delays.