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Sage Patient Management System: Services, Data, and Claims Guide to Claim Denial Resolution and Crosswalk Version 4.0 Last Updated: March 2023-Page 1 of 21Table of Contents Introduction ..................................................................................................................................................
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01
Gather all necessary information such as service details, dates of service, cost of service, and provider information.
02
Fill out the service data form accurately and completely.
03
Submit any supporting documentation or receipts with the claim form.
04
Include your contact information in case there are any questions or issues.

Who needs services data and claims?

01
Insurance companies
02
Healthcare providers
03
Individuals filing for reimbursement or benefits
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Services data and claims refer to the information submitted to report services provided and the corresponding claims filed for reimbursement.
Healthcare providers and facilities are required to file services data and claims.
Services data and claims can be filled out electronically using the designated healthcare billing software or portal.
The purpose of services data and claims is to document the services provided, verify the claims for reimbursement, and track healthcare utilization.
Information such as patient demographics, diagnosis codes, procedure codes, service date, provider information, and billing details must be reported on services data and claims.
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