PERMISSIONS REQUIREMENT: You must have Billing Permissions.
To resubmit a claim that has an insurance payment that came from an ERA and is in the Paid/Processed tab you will need to undo the ERA processing and then mark the claim Rejected/Denied.
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Undo ERA Processing
- Un-apply the insurance payment from the invoice details. Un-applying the payment from the invoice will move the payment from the invoice details to the Unapplied Payments Credits + Refunds section of the ledger.
- From the Unapplied Payments Credits & Refunds section of the Ledger, you will need to delete the payment.
- Navigate to the Paid/Processed tab, and find the claim.
- Select Actions, Undo ERA & Claim Processing.
NOTE: If this button is greyed out this is because the payment from the insurance on this ERA was not unapplied and deleted from the client ledger.
Mark the Claim Rejected/Denied
- The claim/ERA will then move to the ERA Received tab > scroll to the right-click Actions, and choose Mark Claim as Rejected.
- This will move the claim to the Rejected/Denied tab, but leave the ERA in the ERA Received tab (after you resubmit your claim you can mark this ERA as processed).
- From the Rejected/Denied tab resubmit the claim as usual.
NOTE: You can copy the Original Reference Number (Claim Number) before going to your Rejected/Denied tab so that you can paste this into the "Original Reference Number" field when resubmitting your corrected claim.