The Case Summary Template

Using a Case Summary Template When fulfilling a records request, regardless of the entity requesting the information, we recommend that you always include a Case Summary Letter. The template image shown on the right will help you tell the story of what occurred during treatment and illustrate the case management involved. It should serve as...
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How Do You Respond to a Records Request?

When is a simple request for records not really a simple request for records? Almost every time. When a payer is asking for notes, whether for a current claim, or a retroactive review, it means something. It could be random, or it could be targeted and focused. Because you may not know, this is the...
Oops, your level of membership doesn’t include access to these full training courses. Please reach out to the HelpDesk to learn more about accessing these trainings and resources. Click here to learn more.