PERMISSIONS REQUIRED: You need the Billing permission to delete a claim.
You can delete a claim from the system if it was accidentally created and you do not need information from the claim or the remits it is linked to.
IMPORTANT: If the claim you wish to delete is linked to a remit, the claim must be removed prior to deletion. Only deleting the claim will produce an error message and will be unsuccessful. For steps to remove a claim from a remit, see the Delete a Remit article.
- Open the claim you want to delete.
- In the lower left, click the Delete button.
Button Not Available? If the claim has been finalized, you may need to revise the claim before you can delete it.
- You will either be able to delete the entire claim or the current claim instance.
- If there is no secondary or tertiary claim, click the Delete Entire Claim button to completely delete the claim.
- If there is a secondary or tertiary claim, click the Delete Secondary or Delete Tertiary button to delete that instance of the claim. Afterwards, you can delete the entire claim by repeating step 2.
Recreate a Claim: If you need to recreate the claim, you can manually Create a Claim from the patient's list of completed documents.