Edit claim

A saved claim (standalone or created from a prior request) may be updated if it hasn't been sent to Post Office yet (claim status is not Submitted to Payer).
 

Step 1. Select Claims > Find Claims from the menu.
       Find Claims form opens.

Step 2. Set a search value and click Search.
       The search results grid appears.

Step 3. Set focus on any record where Status = Ready For Submission or Submission Failed and click Edit.
       Electronic Claim form opens. Patient Details tab is active.

Step 4. Update the data on any of the tabs: Patient Details, Encounter Details, Procedure Details.

Step 5. Click Save.
       An information dialog appears informing that the claim is saved in the database.

Step 6. Click OK.
       Electronic Claim form closes. The claim is saved. On Find Claims form Status changes to Ready For Submission for the edited claim.