Appeal Help Vendor - Bottomline Technologies

1 Legal-X help Appeals 2 Table of Contents 3 Getting Started 3 Find an Invoice 3 Create an Appeal 3 View an Appeal 7 Appeal Window 7 Applied Deductions Page 8 Appeal Request Page 10 Appeal Request Confirmation Page 11 Appeal History Page 12 How to Attach Supporting Documents to an Appeal 13 How to Print the Appeal Response Report 13 Other Considerations 14 Total Adjustments Page 14 help Desk Contact Information 3 Getting Started The Appeal process allows you to request reconsideration for deductions taken on invoices submitted via Legal-X. An Appeal may be requested if: The invoice was submitted via Legal-X The invoice was released for payment and deductions were taken The Appeal is made within the allowable grace period (varies by insurance carrier) No other appeals are in process for this invoice Deductions are available for the invoice that have not been fully credited by previous appeals If all of these conditions are met, then you will be presented with the ability to request an Appeal via Legal-X.

2 FIND AN INVOICE If all of the required conditions are met, navigate to the Invoice Status page to begin the appeals process. You must know the invoice number in order to create an Appeal . To locate an invoice, do one of the following: Select a message from your inbox regarding an invoice that has been released for payment. Use Invoice Search (Search tab). Navigate to 'Prior Submissions under the Submission menu. Navigate to the Cases menu, select a case and view associated invoices by selecting the Invoices button at the top of the page. CREATE AN Appeal Follow these instructions to create an Appeal for an invoice submitted via Legal-X: To locate an invoice, do one of the following: 1.

3 Navigate to the Invoice Status page for the invoice. 2. Select the Create Appeal button. 3. If this button is not displayed, all of the necessary conditions have not been met - see the Getting Started section for more information. 4. The Appeal Window will launch (separate from the main window) and display the Applied Deductions page, listing all deductions available for Appeal , organized by deduction category. 4 5. Select the items you wish to include in the Appeal by selecting the check box to the left of the deduction. 6. Be sure to select all items you wish to Appeal at this time, as you will not have the opportunity to include any additional deductions once you proceed to the next step.

4 7. To select all deductions in a category, select the check box in the category description header. This will automatically enable the check boxes for all deductions in that category. 8. Select the Appeal These Deductions button at the bottom of the page. 9. The Appeal Request page will be displayed. 10. To navigate to any of the links offered on the Appeal Request page ( invoice, case, case list), simply select the link. The navigation will be provided in the Main Window, and the Appeal Window will remain where you left it. To return to the Appeal , re-select the Appeal Window. 11. Complete all appropriate information on the Appeal Request page. If sales tax or a shared percentage exists; see the other considerations section.

5 12. Select the Save Draft Appeal button at the bottom of the page. 13. At this time, you will be presented with the details you have entered for the Appeal . You will then have several options: Review the Appeal form. If you wish to make changes, select the Edit Appeal button you will be returned to the Appeal Request page in 'edit' mode and can make any necessary changes to your Appeal . Select the Save Draft Appeal button to save your changes. Print the Appeal . To print your draft Appeal as it is displayed, select the Print button in the upper, right hand corner of the Appeal Window. Attach supporting documentation if appropriate. Submit your Appeal . To submit your Appeal , select the Finalize Appeal button.

6 If the Appeal is successfully submitted, the Appeal Request Confirmation page will be displayed and the insurance company will be notified. Select the Close Window button to close the Appeal Window and return to your starting point. Be sure to review your Appeal thoroughly before selecting Finalize Appeal . Your request cannot be modified once it has been finalized. Be sure to select Finalize Appeal when you are ready to submit your request. If your Appeal is not finalized, it will not be visible to the insurance carrier. Return to the Appeal History page. To return to the Appeal History page, select the Appeal History button. To get back to an in-process Appeal , select the 'edit' link next to the appropriate Appeal and you will be returned to the Appeal Request in 'edit' mode.

7 5 EDIT AN Appeal Follow these instructions to edit an existing Appeal (that has not yet been finalized) for an invoice submitted via Legal-X: 1. Navigate to the Invoice Status page for the associated invoice. 2. Locate the 'Appeals' label on the left side of the page. 3. Look to the right of the 'Appeals' label for a numbered link (represents the number of appeals for that invoice). 4. Select the numbered link. 5. The Appeal Window will launch and display the Appeal History page. 6. Locate the Appeal under the 'Requests' section. 7. Select the 'edit' link. 8. The Appeal will be displayed. 9. Select the Edit Appeal button. 10. The Appeal will be displayed in 'edit' mode. 11. Make any desired changes to the Appeal .

8 12. Select the Save Draft Appeal button. 13. The system will save any updates made to the Appeal . The following navigation options are available when in 'edit' mode for an Appeal that has not yet been finalized: Close Window button - Select this button to close the Appeal Window. If you are in 'edit' mode, you will be prompted to save your work before the window will close. Appeal History button - Select this button to return to the Appeal History page. Edit Appeal button - Select this button to edit the Appeal . Finalize Appeal button - Select this button to finalize/submit your Appeal . Only select the Finalize Appeal button when you are ready to submit your Appeal . Once selected, the Appeal is final and no further edits can be made.

9 6 VIEW AN Appeal Follow these instructions to view an existing Appeal for an invoice submitted via Legal-X: 1. Navigate to the Invoice Status page for the associated invoice. 2. Locate the 'Appeals' label on the left side of the page. 3. Look to the right of the 'Appeals' label for a numbered link (represents the number of appeals for that invoice). 4. Select the numbered link. 5. The Appeal Window will launch and display the Appeal History page. 6. Locate the Appeal under the 'Requests' section. 7. Select the 'view' link. 8. The Appeal Request page will be displayed. The following navigation options are available when in 'view' mode: Close Window button - Select this button to close the Appeal Window and return to the Invoice Status page.

10 Appeal History button - Select this button to return to the Appeal History page. The following navigation options are available when in 'view' mode when an Appeal response has been released for payment: Print Response button - Select this button to generate an Appeal Response Report (in the Main Window 7 Appeal Window All Appeal activity will be displayed in a separate window during the Appeal process - the Appeal Window. This window will allow you to keep your place in the Appeal process without forcing you to navigate away when doing research or using other available links ( invoice link, case link, Vendor link, etc.) To navigate to any of the links offered in the Appeal Window, simply select the link.)