🚫 Denied claims
⬇ CSV
| Claim | Patient · DOS | Payer | Codes billed | Charges · Balance | eCW status | Denial reason | SOP action |
|---|---|---|---|---|---|---|---|
| No review yet. Use ▶ Run → Review denied claims in eCW on the right. The bot lists the claims eCW shows as denied, reads the reason codes on each, and looks the answer up in the SOP cheat sheet. | |||||||
🎯 Open claims by priority
⬇ CSV
| Priority | Claim | Patient · DOS | Payer | eCW status | Balance | Days · reference date | SLA |
|---|---|---|---|---|---|---|---|
| No prioritization yet. Use ▶ Run → Test on 1 claim first, then Prioritize all open claims. The bot lists every claim with a balance, dates each one by its Billing Logs or follow-up notes, and sorts P1 → P4 with the overdue first. | |||||||
✅ Checks
↗ Team page
⬇ CSV
| Check # | Copy in SharePoint | Amount | Blue Shield | eCW | Verdict | What to do |
|---|---|---|---|---|---|---|
| No reconciliation yet. Use ▶ Run → Reconcile all checks (or Test one check) on the right. If the log stops at Blue Shield’s 2-step, type the e-mailed code in the Blue Shield code box. | ||||||
📁 SharePoint folders, as the bot read them
No folder has been read yet.
📋 Claims
| Claim # | Patient | DOS | Payer | Charges | Documents | Submission | Stage |
|---|---|---|---|---|---|---|---|
| No claims yet. Use ▶ Run → Get documentation from eCW on the right. | |||||||
▶ Run
Advanced · raw task, delete data
🧪 Only these claims
(empty = all · several: 239, 240, 241)
🔴 Live Agent Logs
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🚨 Open Tasks
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