You can remove attachments from claims that haven't been submitted (does not have a status of Queued, Sent, or Accepted) or rejected.
To remove an attachment from 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 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 there
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From the Patient menu, under Financial, select Ledger.
The patient's Ledger page displays.
Tip: You can also access the Ledger page from the patient's Overview page > Ledger widget.
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 the Attachments tab.
The options for managing attachments become available.
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Select the All check box to select all attachments from the claim or select the check boxes of specific attachments.
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ClickTap Remove Selected.
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When prompted, clicktap OK.
The attachments are removed from the claim but not from the patient's document manager.
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Complete one of the following:
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ClickTap Save to save.
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ClickTap Submit to save the changes and submit the claim.
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ClickTap Print and when prompted, clicktap Print to create a printable copy of the claim as a PDF file.
Note: Use this option only if the claim does not have any electronic attachments.
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