You can delete a dental insurance claim after it has been created. If a secondary dental insurance claim has been created, you must delete the secondary dental insurance claim before you can delete the corresponding primary dental insurance claim. You cannot delete a dental insurance claim if it has been paid and has been moved to history (when closing a month).
Note:
Viewing claims requires the "Insurance Claims, Open" security right.
Deleting a claim requires the "Insurance Claims, Delete" security right.
Deleting a claim with attached payments or adjustments requires the "Insurance Claims, Delete" and "Insurance Claims, Delete Received/Closed" security rights.
To delete a dental insurance claim
With a patient selected in Ledger, double-click a dental insurance claim.
If applicable, do one of the following:
If the Password - Insurance Claims, Open dialog box appears, user verification has been assigned to the "Insurance Claims, Open" task. Do one of the following:
If your user account has been granted the "Insurance Claims, Open" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Insurance Claims, Open" security right, have a user with permission temporarily override this restriction so you can view a claim this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Insurance Claims, Open" security right. To have a user with permission temporarily override this restriction so you can view a claim this one time, do the following:
On the message, click Yes.
In the Password - Insurance Claims, Open dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The insurance claim window opens.
On the File menu, click Delete.
If applicable, do one of the following:
If the Password - Insurance Claims, Delete dialog box appears, user verification has been assigned to the "Insurance Claims, Delete" task. Do one of the following:
If your user account has been granted the "Insurance Claims, Delete" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Insurance Claims, Delete" security right, have a user with permission temporarily override this restriction so you can delete a claim this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Insurance Claims, Delete" security right. To have a user with permission temporarily override this restriction so you can delete a claim this one time, do the following:
On the message, click Yes.
In the Password - Insurance Claims, Delete dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation because a payment or adjustment is associated with the claim, your user account has not been granted the "Insurance Claims, Delete Received/Closed" security right. To have a user with permission temporarily override this restriction so you can delete a claim this one time, do the following:
On the message, click Yes.
In the Password - Insurance Claims, Delete Received/Closed dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
A confirmation message appears, cautioning you that deleting the claim will also delete any associated insurance payments and insurance adjustments.
Click OK.