Adding Notes to a Pending Claim

1. Navigate to Pending Claims

• Go to the left sidebar and click on Billing > Claims > Pending Claims.

2. Select the Pending Claim

• In the Pending Claims list, click on the specific claim you want to add a note to.

3. Click on the Notes Tab

• Once in the Claim Details screen, click the Notes tab at the top of the page.

4. Add a New Note

• Click the Add Note button located in the top-right corner of the Notes section.

5. Select a Form Template

• A modal will appear prompting you to select a form.

• Use the dropdown to choose a predefined Form Template that matches the type of note you want to create.

• After selecting a form, a form modal will open with fields based on the selected template.

• Enter the required information for each field.

6. Save the Note

• Once you've filled in the necessary details, click Save.

• The new note will appear in the Notes list along with the created date, form title, creator name, and note content.