Delete claim

The user can delete a saved claim as well as cancel new claim creation. A claim in Status = Submitted To Payer cannot be deleted as it has been sent to Post Office (Delete option is not available).
 

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 and click Edit.

       
       
        Electronic Claim form opens. Patient Details tab is active.

Step 4. Click Delete.
       A confirmation dialog appears. 

Step 5. Click Yes in the dialog.
       Both Electronic Claim form and the confirmation dialog close. Auto-refresh is performed and the claim disappears from the search results grid.

By clicking on No 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)

1. Select Claims > New Claim from the menu. 
   Electronic Claim form opens. Patient Details tab is active.
2. On Patient Details tab fill in some data.
3. Click Delete.
   A confirmation dialog appears.
4. Click Yes in the dialog.
   Both Electronic Claim form and the confirmation dialog close. The claim creating is cancelled.