Automatic Revalidation of Failed Records

There are a number of changes that trigger an automatic re-validation of claims that are under the Failed card on the Claims Management page.

  • Service Agreement Info (Dates, Taxonomy Codes, UMPI, Legacy Group Number, Diagnosis Code, Line Item details)

  • Client General Info (Names, DOB, MA number)

  • Employee General Info (Names, UMPI Number)

  • Agency Info (Federal Tax ID, Name)

Other changes or updates will require users to go to the Failed card and manually revalidate the record(s):

  1. Select the record(s) checkbox and click the Perform Action button.

  2. Select Re-Validate Claims.

    Manually Re-Validate Claims