Voiding claims

You can void a claim when a payer requests it (the claim is routed differently than with a normal deletion).

Note: Voiding claims requires the "Edit Insurance Claims" security right.

To void 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.

    Unsent Claim

    Queued, Sent, Printed, Rejected, or Received Claim

  2. On the Status/Notes tab, locate the original reference number (it may be identified by a DCN) within the note text of an entry under Notes.

  3. Copy and paste or type the reference number (from step 2) into the Payer Claim Reference # box.

  4. Click (or tap) Void Claim.