Put a Claim on Hold

To put a claim on hold:

  • Click on “Process Claim” on the main dashboard.
  • Select the month/year of the claim and click the orange “Create Hold” button.
  • This claim will now be skipped and the claim type will be listed as HOLD. It will also display the date and time and who the hold was placed by.
  • To release the hold, just click the blue “Remove” button to the right of the claim.

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