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:

   • The Unsent Claims page.

     

   • The Sent Claims page.

     

   • A patient's Insurance Claims page.

     

   • 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.