Deleting claim payments associated with a bulk insurance payment

You can remove a claim payment that has been posted from a bulk insurance payment. The claim payment and any associated adjustments will be deleted from the patient's ledger.

Notes:

• You can delete insurance payments according to your security rights for the Ledger.

• The deletion of a claim payment appears in the audit log.

To delete a claim payment

1. On the Home menu, under Insurance, click (or tap) Bulk/ERA Insurance Payments.

   The Bulk/ERA Insurance Payments page opens. The Bulk Payments tab is selected by default.

   

2. On the left panel, select a bulk insurance payment.

   The claims that the bulk insurance payment applies to appear.

   

3. On the left panel, select a claim.

   The claim details appear.

   

4. Click (or tap) Edit Claim Payment.

   The Edit Claim Payment dialog box appears.

   

5. Click (or tap) Delete.

   The Delete Payment dialog box appears.

   

6. In the box provided, enter the reason why you are deleting the insurance payment.

   Note: A reason is required only if a certain ledger option is enabled.

7. Click (or tap) Delete.