After any errors have been corrected for a claim (if applicable), the claim must be saved and validated in order for it to be released to the payer. If a claim is clean, hover the mouse cursor over the Transaction tab and then click Save & Validate. firstREV will check for validation of all claim information and save any progress made on the claim up to this point.
Part of this process is dependent upon configuration settings established for user accounts, such as the user release setting mentioned in the ‘ATTENTION’ box on the previous page. Users may need to release a claim to the payer manually after errors are corrected and the claim is validated. The “Release” option will not be usable for any users until all errors in the claim a corrected.
Users can release claims while viewing the Institutional Claims or Professional Claims data grid. First, select the applicable claim(s) you want to release by checking the corresponding box(es) in the far left column of the grid. Hover the cursor over the Tools menu and then select Release. A Release Claims prompt will display to confirm the number of claims that you want to release. Click Yes. The grid will automatically update.