Features Designed For Healthcare Insurance

Document Workflow

Client Letter’s document workflow feature can generate any type of document set. A document set is a group of documents required for a healthcare process, such as a pre-authorization or claims denial/appeal. In this example, a copy of the claims denial correspondence sent to the insured is automatically created and faxed to the service provider.

Each document in the workflow process can be distributed using the recipient’s preferred delivery method—print, email, Web or fax.