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Mitratech Success Center

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Submit an Appeal to a Client

 

Explains how to check if your client uses the Appeals feature.

To submit appeals to your client through Collaborati, your client must first have the feature "Appeals Invoicing" on. 

1. Select the Clients tab. 

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2. Either search for the client or click the name of the client.

3. Click the Settings sub-navigation link for that client.

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4. In the Settings page, locate Appeals Invoicing

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If Appeals Invoicing is OFF, then the client does use the Appeal feature in Collaborati. You will need to contact your client for instructions for how to submit appeals to the client. Please refer to our article How do I view client contact information and billing guidelines? for instructions on how to find the client's billing contact.

If Appeals Invoicing is ON, then the firm can proceed to submit appeals through Collaborati. Please refer to our article How to Appeal an Invoice for instructions on how to submit an appeal in Collaborati. 

 

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