What I Need to Know
How to Follow Up on a Claim

Sort your follow ups into separate stacks, by health carrier. For example, you would put all of your calls to United HealthCare together, this way you can check the status on as many different patients as you can during the same call.

Review your expectations for each claim before you call, this way if payment is not as expected you know to push for correction or, at least, an acceptable explanation.

Don’t be afraid to ask for a supervisor if the information provided does not sit well with you. Recently, I had a Customer Service Rep, from a large, well known carrier, tell me that they cannot fix my claim, despite admitting (finally) that it was paid incorrectly, because we cashed the check. After speaking with the supervisor, I was finally able to get my claim resolved.  

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