Deleting claims

When you create an insurance or pre-treatment estimate claim, all of the insurance information for that claim is saved at that time. As a result, if the patient’s insurance carrier, subscriber, or employer changes or if you add secondary insurance, previously created claims will not reflect these changes. If you change only the name of the employer, insurance carrier, or group plan in the Patients module, without selecting a different employer or insurance carrier, the change will be reflected for current claims.

To delete a claim

1.   In the Accounts transaction log, double-click the claim you want to edit.

The Primary or Secondary Insurance Claim window appears.

2.   In the toolbar, click Delete.

When you delete a claim, Easy Dental checks the Reports Batch Processor for a copy of the claim and deletes it too.

3.   In the Patients module, update the necessary insurance information.

4.   Re-create the insurance claim.

Note: If you select an insurance claim or payment that has been moved to history, the Primary or Secondary Insurance Claim window still appears. You can print any insurance claims in history and change any of the insurance claim information except the payment. However, you cannot delete insurance claims in history. Insurance claims are placed in history after they are received and updated through the month end update process.