Round 2, partial approvals, and carrier responses

Return to the same claim when the carrier responds. First distinguish a request for information from a decision about the requested amounts. Then decide what you want to pursue next. Those are separate decisions, and the earlier package and submission history stay available.

If the carrier only asks for information

Choose Information requested in the Overview follow-up guidance. Keep the carrier's request and any stated deadline in negotiation notes, then review the requested item and relevant source. Do not record a denial or partial approval solely to represent an information request; it does not establish a new response round.

Selecting guidance or saving notes does not pause scheduled emails. Review the existing follow-up schedule and deliberately use Stop or Reschedule if needed. If the schedule cannot load, retry before relying on its status. Read the follow-up guidance.

Record and inspect the response

1. Open Record Carrier Response, or the upload action labeled for the expected round. Check which saved package the response answers.
2. First choose the document type: Revised estimate, Denial or partial-approval letter, or Mixed or unclear. Then select or drop the carrier's actual response PDF. Use Mixed or unclear if you cannot confidently identify the type.
3. Wait for processing. Open the response source and check the extracted amounts and item outcomes. Where available, use Check parsed details for that response's source; the original-estimate correction editor does not edit recorded response history.
4. Review any Needs review items before relying on the result. Confirm which amounts the carrier approved and which items the response actually addresses.

If the response was verbal or you need to record it without a PDF, choose Enter response manually. Record what was communicated and what remains uncertain. Keep your notes or correspondence; do not present a document you wrote as a carrier-issued letter. A total-only manual response may not establish per-item allowances.

Carrier outcomes and your choices are different

Approved, Partially approved, Denied, and Needs review describe the recorded carrier response. Check partial approvals against the source: the amount allowed and the amount you may still request are different.

Pursuing and Not pursuing describe your next action. Deferring an item does not mean the carrier approved it. An unapproved amount can remain in the history even when you decide not to pursue it.

Choose Fight or Defer for the next round

1. Review the response and each unresolved item in the decision step. Use Fight for an item you intend to pursue and Defer for an item you are leaving out of the next ask.
2. Confirm the decisions using the action shown. Check the resulting included items and amount, rather than assuming all originally requested items carry forward.
3. If you intend to continue, choose Start Round 2 or the corresponding next-round action when available. Check the active round before adding evidence or generating.
4. Choose Review supplement to prepare the selected next-round request with current documents, or add supporting details for a disputed item. Inspect the new saved PDF before sending. Earlier package versions remain unchanged.

Generation is blocked when the applicable item decisions remain undecided. A confirmed all-Defer decision leaves an empty next ask and also blocks generation of that request. Return to the decisions and select the items you truly intend to pursue, or finish reviewing the response and close the claim if you are stopping. Do not choose Fight merely to get past a block.

Follow the app's specific blocked reason. Skipping confirmation is not a supported way to request the full original amount again. A manual response without item-level detail may require additional review before you can establish the next scope.

Read the round amounts without mixing them

• Saved Round request: the ask and item count recorded in that particular PDF version.
• Current pursuit: what you are now preparing to pursue. It can be zero after you defer the remaining items, even though the earlier saved request was larger.
• Unapproved after a round: the carrier's remaining unapproved amount for that response. It can include items you have chosen not to pursue.
• Additional recovery: recorded carrier allowances must be accounted for across rounds. Repeating an earlier allowance is not a new recovery.

If earlier manual or uncertain allowance history prevents an amount from being calculated, the app may show it as unavailable. Do not substitute zero or calculate a recovery rate from incomplete history. Open the relevant round and source, or ask support to help identify what is missing.

Close the claim or continue deliberately

If the carrier approved the requested work, record that outcome. If you are stopping with unapproved items, record your decisions and choose the applicable close reason. Closing preserves the history; it does not turn deferred amounts into approvals. A closed claim does not need another package solely because unapproved dollars remain.

If you continue, inspect the new saved PDF's round, scope, remaining request, sources, and wording before sending. Use the Before you send checklist and confirm the actual delivery result.

If the response or next-round action is unclear

For a read error, check the response file and the displayed retry or manual-entry option. For mismatched outcomes or an unavailable amount, inspect the source and avoid confirming a guessed result. For a locked round, use the existing review/reopen action when available rather than overwriting an earlier package.

Email contact@claimops.io with the claim, response round, affected item, and message shown. Support is asynchronous; we aim to reply within 24 hours, typically in the evening.