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HANKAIDocumentation

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Developers What's new

Getting Started with Claim Maker · HANK AI Documentation

HANKAIDocumentation

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Developers What's new

Claim Maker Overview
Getting Started with Claim Maker
First Time User Access Instructions
Getting Connected to Claim Maker
Support Information

Claim Maker LITE
Claim Maker LITE Self Service Workflow
Creating Batches and Cases in CM LITE
Adding a New Facility for Claim Maker LITE

Create New Batch (If needed)
Create New Case
Assigning Batches and Cases
Update Batch State
Update Case State and Reason
Customize Batch and Case States
Filtering Batches and Cases
Saving Filter Sets
Move Case to Different Batch
Delete a Batch
Delete a Case
Restore a Deleted Batch
Restore a Deleted Case inside a Batch
Share Batch and Share Case Links
Case Notes
Claim Maker Work Queue
Work Queue filtering

Attach a Document to a Case
Manually Uploading Documents for Processing
Best Practices for File Uploads
Move Documents
Delete a Document
Split Pages from a Document
Document Remediation
Missing Documents
Case Document Viewer
Batch Documents and Notes

Coding Cases in Hank Claim Maker
Coding Line Items
Line Item Validation
Keyboard Shortcuts for Line Items
Validating Claims
Autocoding 2.0 Overview
AutoCoding Predictions
Human Review Elements (Autocoding 2.0)
Adding Additional Times

Data Entry
Data Entry Fields
Data Entry Required Fields
Field Formatting Reference
Automatic Address Population using Zipcode
Saving Insurances with IDs

Admin View Layout
Coder View Layout
Data Entry View Layout
Resizable Panels
Dark Mode
User Settings

Schedule Reconciliation
Reconcile View Layout

Claim Maker Export Options
Claim Maker Exports Explained
Claim Maker JSON Export Specification
CSV Billing Export Spec
JSON Billing Export Spec
Exporting Batches for Billing

Adding and Managing Custom User Roles
Admin Role – Updating ASA Crosswalk
Admin Role – Managing Users and Access and More!
Manage Facility and Role Access
Managing Provider and Surgeon NPIs
Provider NPI and Advanced Search
Removing Access to Claim Maker
Updating Facility Display Name
Updating ASA Crosswalks
Custom Fields
Audit Logs

Decoding Claim Maker Alert Emails
Event Descriptions and Recommended User Responses
Updated System Responses for Common Scenarios

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Claim Maker Guide
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Getting Started with Claim Maker

Getting Started with Claim Maker

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Last reviewedJun 22, 2026

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First Time User Access Instructions

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First Time User Access Instructionshank-claim-maker / guide
Data Entryhank-claim-maker / guide
Adding a New Facility for Claim Maker LITEhank-claim-maker / guide
Saving Insurances with IDshank-claim-maker / guide
Claim Maker LITEhank-claim-maker / guide

On this page

Use this section to find instructions on how to get connected with Hank Claim Maker and familiarize yourself with the different Layouts found in the software.

Use this section to find instructions on how to get connected with Hank Claim Maker and familiarize yourself with the different Layouts found in the software.

Getting Connected with Hank Claim Maker
Reconcile View Layout
Data Entry View Layout
Coder View Layout
Admin Layout

Admin Layout