You can delete a claim as needed. Deleting a claim does not delete the procedures associated with the claim but does delete payments associated with the claim.
To delete a claim
How to get to there
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From the Home menu, under Insurance, select Unsent Claims.
The Unsent Claims page displays.
How to get to there
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From the Home menu, under Insurance, select Sent Claims.
The Sent Claims page displays.
How to get to there
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From the Patient menu, under Insurance, select Insurance Claims.
The patient's Insurance Claims page displays.
Note: If the correct patient is not already selected, use the Patient Search field to access the patient's record.
How to get to there
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From the Patient menu, under Financial, select Ledger.
The patient's Ledger page displays.
Note: If the correct patient is not already selected, use the Patient Search field to access the patient's record.
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On the Unsent Claims page or Sent Claims page, clicktap a claim to display the Claim Detail window.
Tip: You can also display the Claim Detail window from the patient's Insurance Claims page or the patient's Ledger page.
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ClickTap Delete Claim.
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When prompted to confirm, clicktap Delete.
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