FAQ: How do I delete a claim?
It is not possible to 'delete' a claim. However, you can 'clear' a claim so that there are no charges/procedures associated with that claim number. To do so, please follow these steps:
- Open the claim to be cleared.
- View the Patient Transaction History and make sure there aren't any payments applied to any procedure lines. If there are, you will need to right-click and delete them.
- In the Quick Claim window, right-click in the Procedure Code box and select Delete. In the Claim Detail window, click into the Procedure Code box and then press ALT-R on your keyboard.
- Repeat as needed for all procedure lines.
- Change the Claim Status to Done, and Save the claim.
If you have followed this process and are unable to remove line items, please contact the Support Team with the claim number and additional information so that we may look into the problem.
