Removing claim attachments

You can remove attachments from claims. You can remove attachments if the claim has not been paid.

To remove an attachment from 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 (the appearance varies depending on the claim's status).

   • Unsent Claim:

     

   • Queued, Sent, or Printed Claim:

     

2. Click (or tap) the Attachments tab.

   The options for managing attachments become available.

   

3. Select the All checkbox if you are removing all attachments from the claim, or select the checkboxes of only those attachments that you want to remove.

4. Click (or tap) Remove Selected.

5. On the confirmation message that appears, click (or tap) OK.

   Note: Removing an attachment does not remove the associated image, perio exam, or clinical note from the patient's record.

6. Do one of the following:

   • To save and close the dialog box, click (or tap) Save and then Cancel.

   • To save the changes and submit the claim, click (or tap) Submit.

   • To save the changes and resubmit the claim, click (or tap) Resubmit.

   • To create a .pdf file of the claim, which you can print, click (or tap) Print and then OK on the message that appears. Use this option only if there are no electronic attachments for the claim.