Manually checking if the provider complies with the insurance requirements may be daunting. The Auto-ReviewResults make checking insurance information and actingon insurance documentsfaster.
| Warning |
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While ServiceChannel strives for accuracy, we recommend reviewing the information entered before approval. ServiceChannel cannot be held responsible for any inaccuracies. |
With the Auto-Review Results, the insurance management for you and your providersincludes7 steps.
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- Your provider uploads an insurance certificate.
The Optical Character Recognition technology detects it and fills out the information in the right fields.
Info If the insurance document is not the Acord 25 form, your provider will enter the information manually.
- The Auto-Review Results show if the information entered meets your requirements.
- The provider checks the entered information.
- The provider submits the document(s) to you.
- The Auto-Review Results show if your requirements are met.
- You make a decision on insurance approval on one page.
| Warning |
|---|
While ServiceChannel strives for accuracy, we recommend reviewing the information entered before approval. ServiceChannel cannot be held responsible for any inaccuracies. |
About Insurance Auto-Review Results
Once a provider has submitted insurance documents, you may see four states of validation results in the Review status in the Compliance Table: Anchor InsuranceStates InsuranceStates
- Green state. It indicates that the Auto-Review Results detected 100% of the requirements are met.
- Yellow state. The Auto-Review Results detected that more than 30% but less than 100% of the requirements are met.
- Red state. It shows that the Auto-Review Results detected 30% or less of the requirements are met.
- Grey state. It indicates the insurance uploaded cannot be detected by OCR and was submitted before you turn on the Auto-Review Results.
| Info |
|---|
To learn more about other statuses of insurance documents, such as approved, rejected, etc., read Managing the Compliance Table. |
- Click Review to view insurance documents for a provider.
The Review Insurance Documents page appears.
About the Review Insurance Documents Page
In the Review Insurance Document window, you can:
- View the information about the selected insurance certificate.
- Switch between insurance certificates.
- Select insurance documents one by one or select all to take action.
- Switch between providers and the documents they uploaded.
- Take action on selected insurance documents.
- Review the insurance certificate.
Hover over the purple buttons to learn more about each section.
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Taking Actionon Insurance Certificates with Auto-Review Results
To approve or reject insurance certificate(s), you need to open them in Review Insurance Documentwindow.
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