Resubmitting claims

You can resubmit a claim, such as when an insurance company does not receive a claim or an error on a claim needs to be corrected before the payer rejects the claim. Any changes made to the claim will be sent with the resubmission.

Note: Editing and resubmitting claims requires the "Edit Insurance Claims" and "Send Insurance Claims" security rights.

To resubmit a claim

1. Open one of the following pages:

   • 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.

     

     Note: Claims are sorted by their dates of service (oldest to most recent).

   • 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.

     

2. Click (or tap) a sent claim.

   Note: A sent claim that has not been rejected can have any of the following statuses: Sent, Paid (the payment was sent by the carrier but not received by your office), Accepted, Pending, Queued, Printed, Resubmitted, Settled, or Attachment Hold.

   The Claim Detail dialog box appears.

   

3. Do any of the following as needed:

   • On the Claim Info tab, make any necessary changes.

     

   • On the Attachments tab, add or correct any attachments as needed.

     

4. Click (or tap) Resubmit. This button is not available if the claim has a Queued status.