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Your signed engagement and business associate agreement (BAA) set the term, how notice is given, the fees after an engagement ends and what happens to your data. Owners and admins find the signed copies in Settings → Agreements. This page only describes what you see in the console.

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Renewal

Before your engagement runs out, your practice’s owners get a reminder by email and To do shows Renew your engagement. Our team sends the renewal. Once it’s there, the To do item says it’s waiting for your signature, and you sign it in Settings → Agreements, like your first engagement. If it runs out before a renewal is sent, the item reads Your engagement ended on that date and says our team sends the renewal; nothing else changes in your console.

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If an end date is set

This section applies only once an end date for your engagement is on file. You can’t set one in the console, and your engagement says how notice is given. To do leads with Your engagement ends on that date. Once the date has passed, the item then reads Your engagement has ended, and:
  • No new claims. Send us claims says the engagement has ended. When it still offers an upload, it’s for 835 remittance files only.
  • Cases with an appeal already filed stay open. You still confirm payments on them with Mark paid, and with the remittance when Send us claims offers the upload (see Billing and payments). To do keeps listing what those cases need from you.
  • Cases with nothing filed are closed. A patient who signed an authorization for one of them sees on their case page that the case is closed, and is emailed when we have an email address.
For a question about what you see in the console, write to help@denialbase.com.