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Getting Started

Learn the basics to begin using the platform

Account Setup

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How to Submit a Corrected Claim

Overview

If a claim was submitted with incorrect information — such as a wrong diagnosis code, incorrect patient details, or a billing error — you can submit a corrected claim through the Quick Claim provider portal. This article covers when to submit a corrected claim, how to do it, and what to expect after submission.


When to Submit a Corrected Claim

Submit a corrected claim when:

  • A previously submitted claim was accepted or forwarded to the payer but contained an error
  • The payer has requested additional or corrected information
  • You need to update diagnosis codes, procedure codes, rendering provider information, or service dates

Do not submit a corrected claim for claims that were rejected at the clearinghouse level — those should be corrected and resubmitted as a new claim. See: EDI File Rejections — Common Error Codes and How to Resolve Them


Step-by-Step: Submit a Corrected Claim

  1. Log in to the Quick Claim provider portal
  2. Navigate to Claims in the left navigation menu
  3. Search for the original claim using the Claim Reference Number, Patient Account Number, or Date of Service
  4. Open the Claim Detail view for the original claim
  5. Select Actions in the top right corner, then choose Submit Corrected Claim
  6. The claim will open in edit mode with the original data pre-populated
  7. Make the necessary corrections — fields that have been edited will be highlighted in yellow
  8. In the Correction Reason field, select the reason that best describes the change:
    • Corrected diagnosis code
    • Corrected procedure code
    • Corrected patient information
    • Corrected provider information
    • Corrected service date
    • Other (include a brief note)
  9. Review all changes in the Correction Summary panel on the right
  10. Select Submit to send the corrected claim

What Happens After Submission

  • You will receive a confirmation with a new Corrected Claim Reference Number — keep this for your records
  • The original claim will be updated in Quick Claim to show status: Replaced by Corrected Claim
  • The corrected claim will move through the standard processing workflow — you can track its status using the new reference number
  • Most corrected claims are forwarded to the payer within 1 business day of submission

Timely Filing

Corrected claims are subject to the same timely filing deadlines as original claims — typically 12 months from the date of service, though this varies by payer. Check your payer contract or contact SDS Provider Support if you are unsure of the deadline for a specific payer.


Need Help?

If you are unable to locate the original claim, if the Submit Corrected Claim option is not available, or if your correction is related to an EDI-level rejection, contact SDS Provider Support through the Quick Claim portal chat or submit a support ticket.

Creating Your Account

This article explains how account setup guide 1 works and what to expect.


Overview

Account Setup Guide 1 is a core part of how users interact with the platform.


How It Works

The platform provides flexible configuration options designed to work across different teams and industries.

  • Access is controlled through user roles and permissions
  • Changes take effect immediately unless otherwise noted
  • Settings can be updated at any time by authorized users

Common Questions

Who can use this feature?

Access depends on your assigned role and organizational settings.

Can this be changed later?

Yes. Most settings can be updated or reversed at any time.


Next Steps

Review related articles in this section to learn more.

Verifying Your Email and First Login

This article explains how account setup guide 2 works and what to expect.


Overview

Account Setup Guide 2 is a core part of how users interact with the platform.


How It Works

The platform provides flexible configuration options designed to work across different teams and industries.

  • Access is controlled through user roles and permissions
  • Changes take effect immediately unless otherwise noted
  • Settings can be updated at any time by authorized users

Common Questions

Who can use this feature?

Access depends on your assigned role and organizational settings.

Can this be changed later?

Yes. Most settings can be updated or reversed at any time.


Next Steps

Review related articles in this section to learn more.

Platform Overview

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Setting Up Security and Permissions

Our company includes advanced security settings for admins to control access, data visibility, and authentication. 🔐

🔑 Authentication Settings

  • Enable 2FA under Admin > Security
  • Require strong passwords and password rotation every 90 days
  • Enable IP restrictions to allow access only from approved locations

🧾 Permissions

Use custom roles to restrict access to sensitive features like exports, billing, or user management. Each permission setting includes a description of what the role can and cannot do.

🔐 Single Sign-On (SSO)

Support Cloud integrates with popular identity providers like Okta, Azure AD, and Google Workspace. Enable SSO under Admin > Authentication and follow the connection instructions.

🧯 Troubleshooting

  • SSO isn’t working? Ensure the callback URL and token match the IDP settings.
  • Locked out of account? Use the emergency admin contact recovery method.

Navigating the Platform

This article explains how platform overview guide 1 works and what to expect.


Overview

Platform Overview Guide 1 is a core part of how users interact with the platform.


How It Works

The platform provides flexible configuration options designed to work across different teams and industries.

  • Access is controlled through user roles and permissions
  • Changes take effect immediately unless otherwise noted
  • Settings can be updated at any time by authorized users

Common Questions

Who can use this feature?

Access depends on your assigned role and organizational settings.

Can this be changed later?

Yes. Most settings can be updated or reversed at any time.


Next Steps

Review related articles in this section to learn more.

Understanding the Main Workspace

This article explains how platform overview guide 2 works and what to expect.


Overview

Platform Overview Guide 2 is a core part of how users interact with the platform.


How It Works

The platform provides flexible configuration options designed to work across different teams and industries.

  • Access is controlled through user roles and permissions
  • Changes take effect immediately unless otherwise noted
  • Settings can be updated at any time by authorized users

Common Questions

Who can use this feature?

Access depends on your assigned role and organizational settings.

Can this be changed later?

Yes. Most settings can be updated or reversed at any time.


Next Steps

Review related articles in this section to learn more.

Trials & Plans

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Understanding Trial Access

This article explains how trials & plans guide 1 works and what to expect.


Overview

Trials & Plans Guide 1 is a core part of how users interact with the platform.


How It Works

The platform provides flexible configuration options designed to work across different teams and industries.

  • Access is controlled through user roles and permissions
  • Changes take effect immediately unless otherwise noted
  • Settings can be updated at any time by authorized users

Common Questions

Who can use this feature?

Access depends on your assigned role and organizational settings.

Can this be changed later?

Yes. Most settings can be updated or reversed at any time.


Next Steps

Review related articles in this section to learn more.

Choosing the Right Plan

This article explains how trials & plans guide 2 works and what to expect.


Overview

Trials & Plans Guide 2 is a core part of how users interact with the platform.


How It Works

The platform provides flexible configuration options designed to work across different teams and industries.

  • Access is controlled through user roles and permissions
  • Changes take effect immediately unless otherwise noted
  • Settings can be updated at any time by authorized users

Common Questions

Who can use this feature?

Access depends on your assigned role and organizational settings.

Can this be changed later?

Yes. Most settings can be updated or reversed at any time.


Next Steps

Review related articles in this section to learn more.