How to delete a claim

The Third Party billing module enables you to create, reconcile and manage patient insurance claims.

Before completing this tutorial on how to delete a claim, please first visit this tutorial on how to configure the module if you have not done so already.

Note: This is an optional module available for an additional fee. To learn more about how to add the module to your account, please call client care at 1(888)373-6996 for more information.

From time to time, you may need to remove an incorrectly filed claim. To do so, follow these steps:

1. Go to Patient > Profile
   
   
2. Go to the “Insurance” tab.
   
   
    
3. Locate the incorrect claim in the list, and click the red delete icon beside it.
   
   

Note: If a red banner appears at the top of the screen, this indicates there invoices associated with this claim which need to be reassigned before it can be removed. To learn how to delete an invoice, click here.