When managing claims, you can add notes or flag a claim for internal reference. This is useful for claims that are missing information, need special attention, or should be revisited later.
Please note that claims flags and notes in ChiroUp are for internal reference only— this will not attach any additional information to the claim.
Here's how to add a note to a claim:
Claim notes can be accessed directly on the claim or from any ERA responses associated with it.
1. From the Claims screen, locate the claim to which you’d like to add a note.
2. In the Notes column, click the Note icon. This will open up the notes screen.

3. Click +Add.

4. Enter note and click Save.

5. You will see that the note has been saved and that the author and date/time has been recorded.

When a claim contains a note, the Notes icon on the claim will highlight Orange. The notes button on the claim itself will also highlight when there is a note.


Access claims notes from the ERA directly by clicking this notes icon:

Here's how to flag a claim:
1. When viewing the Claim screen, click on the flag icon at the top.


A flagged claim will display an Red notes icon in the claim screen:

You can also filter your claims view to show all flagged claims:

View and update a claim's flag status directly from the ERA:
