Claim Defaults for Clients
If you're using the IntakeQ claims functionality, you may want to save claim defaults for your clients. Our system allows you to do this, follow the steps below to configure these settings on a per-client basis:
- Navigate to the client's profile by using the search bar or by going to "Lists > Clients" and searching the list there.
- Go to the "Claims" tab on the client profile (our claims feature has to be enabled for this to appear).
- You'll see an option on the right side of the page labelled "Claim Defaults", click this to be able to set claim defaults for that client.
Any claim defaults you set here will be used when creating insurance claims for that specific client.