Deleting claims

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

Notes:

• Deleting a claim requires the "Delete Insurance Claims" security right.

• If payments are associated with a claim, deleting the claim requires the "Delete Payment" security right.

• If charge adjustments are associated with a claim, deleting the claim requires the "Delete charge adjustment" security right.

• If credit adjustments are associated with a claim, deleting the claim requires the "Delete credit adjustment" security right.

To delete a claim

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

   • How to get there

     1. On the Home menu, under Insurance, click (or tap) Unsent Claims.

        The Unsent Claims page opens.

     The Unsent Claims page.

     

   • How to get there

     1. On the Home menu, under Insurance, click (or tap) Sent Claims.

        The Sent Claims page opens.

     The Sent Claims page.

     

   • How to get there

     1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

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

     2. On the Patient menu, under Insurance, click (or tap) Insurance Claims.

        The patient's Insurance Claims page opens.

     A patient's Insurance Claims page.

     

   • How to get there

     1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

        Note: 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.

     A patient's Ledger page.

     

   The Claim Detail dialog box appears.

   

2. Click (or tap) Delete Claim.

   A confirmation message appears.

3. Click (or tap) Delete.