A user can delete any claim saved as well as cancel new claim creation.
Step 1. Select Claims > Find Claims from the menu.
Find & Submit E-Claims form opens.
Step 2. Set a search value and click Search button.
The search results grid appears.
Step 3. Set focus on any record and click Edit button.
Electronic Claim form opens. Patient Details tab is active.
Step 4. Click Delete button.
The confirmation dialog appears.
Step 5. Click Yes button in the dialog.
Both Electronic Claim form and confirmation dialog close. The claim is deleted.
By clicking on No button the confirmation dialog closes and no action is performed with the claim.
Note: The claim is not deleted from the database. It is marked as deleted. Therefore:
- Claim.Submission transaction which was generated and sent to Post Office earlier isn’t cancelled;
- the same Claim ID may not be reused in another claim including claims import.
ALTERNATIVE WORKFLOWS
Delete unsaved e-claim (cancel new e-claim)
- Select E-Claims > Create New E-Claim from the menu.
Electronic Claim form opens. Patient Details tab is active. - On Patient Details tab fill some data.
- Click on Delete button.
Confirmation dialog appears. - Click on Yes button in the dialog.
Both Electronic Claim form and confirmation dialog close. The claim creating is cancelled.