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Processing Follow-Up Letters


You can generate follow-up letters for claims that are 30 days, 60 days, 90 days and 120 days past the date on which the original claim was filed. You can generate the follow-up letters at any time. Letters are only generated for those claims that meet the following criteria:
myEZClaim.com generates a new letter only if it hasn't been previously generated. myEZClaim.com can keep track of the forms and letters that have been generated when you batch process your claims.
The following is a list of the follow-up letters that you can generate. Each of these, with the exception of the Open Claim Reminder Letters, prompt you to update the database. The Open Claim Reminder Letters can be printed as many times as you feel is necessary; the database does not require an update for this letter.
  • 30-Day Letters
  • 90-Day Letters
  • 60-Day Letters
  • 120-Day Letters
  • Open Claim Reminder Letters

Generating Follow-Up Letters
The instructions provided in this section are the same for 30 day, 60 day, 90 day, 120 day followup letters, and general letters. Simply click the Run button next to the appropriate letter to be generated.
1. Click the Claims group button.
2. Click the Claim Letters shortcut. The Generate Claim Letters dialog box opens.

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If there are no claims requiring follow-up letters for that time period, you will see a "0" next to the Run button for the appropriate letter.
3. Click the Run button next to the appropriate letter to generate the letters.
Regenerating Claim Forms and Letters
If you need to reprint a claim form, you can open the claim in the claims listing window and click the Print button. The claim form is reprinted, with the original information.
If you need to reprint a # Day Letter (where # is the appropriate time period), you can do this from Reports.
1. Click the Reports tab. The Reports page opens.
2. Click the Detail Reports shortcut. The Detail Reports page opens.
3. Click the #-Day Letter (where # is the appropriate time period). The report criteria dialog box opens.

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4. Enter the Claim Number.
5. Click the Run button. The letter opens in PDF format.
6. Click the Print button.
Printing Generated Forms and Letters
1. From the Claims page, click the View Generated PDFs button. The Generated Letters and Claim Forms page opens.
2. Click the View button next to the claim you want to print. The letter or form opens in PDF format.

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3. You can view your letter or form, save it, or print it.


www.myEZClaim.com
a TranSolutions, Inc. company
22015 N. Calle Royale
Scottsdale. AZ 85255
Voice: (480) 473-2453
Fax: (480) 473-2424
sales@transolutionsinc.com
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