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Insurance Claim Status Notes: (softdent- use excel)
-Insert Date Stamp_
Claim Status: What is the status of the claim (i.e. not on file, denied, processed and paid, needs add. information…)
Action Taken: What did you do today to reverse the claim status if needed
Rep Name: Who did you speak to today
Ref #: Especially if this is not the first time you have called, you will want a reference number to protect you from starting all over
Your initials
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