Deleting claims

You can delete a claim as needed. Deleting a claim does not delete the procedures associated with the claim but does delete payments associated with the claim.

To delete a claim

How to get there

1. On the Home menu, under Third-Parties, click (or tap) Unsent Claims.

   The Unsent Claims page opens.

How to get there

1. On the Home menu, under Third-Parties, click (or tap) Sent Claims.

   The Sent Claims page opens.

How to get there

1. Use the Patient Search box to access a patient's record.

   Notes:

   • If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.

   • You can include inactive patients in the search results by setting the Include inactive patients switch to On.

2. On the Patient menu, under Third-Party, click (or tap) Third-Party.

   The patient's Third-Party Claims page opens.

How to get there

1. Use the Patient Search box to access a patient's record.

   Notes:

   • If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.

   • You can include inactive patients in the search results by setting the Include inactive patients switch to On.

2. Do one of the following:

   • On the Patient menu, under General, click (or tap) Overview. The patient's Overview page opens. Click (or tap) the Ledger box.

   • On the Patient menu, under Financial, click (or tap) Ledger.

   The patient's Ledger page opens.

1. Click (or tap) a claim on one of the following pages:

   • The Unsent Claims page.

     

   • The Sent Claims page.

     

   • A patient's Third-Party Claims page.

     

   • A patient's Ledger page.

     

   The Claim Detail dialogue box appears.

   

2. Click (or tap) Delete Claim.

   A confirmation message appears.

3. Click (or tap) Delete.

Related Topics

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Related Errors/Questions

• None