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Insurance Claim Status Notes: (softdent-  use excel)

-Insert Date Stamp_

Claim Status: What is the status of the claim (i.e. not on file, denied, processed and paid, needs add. information…)

Action Taken: What did you do today to reverse the claim status if needed

Rep Name: Who did you speak to today

Ref #: Especially if this is not the first time you have called, you will want a reference number to protect you from starting all over

Your initials

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