You can delete a medical insurance claim after it has been created. If a secondary medical insurance claim has been created, you must delete the secondary medical insurance claim before you can delete the corresponding primary medical insurance claim. You cannot delete a medical 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 that you are viewing requires the "Insurance Claims, Delete" security right.
To delete a medical insurance claim
With a patient selected in Ledger, double-click a medical 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.