Voiding a Claim

The process steps to voiding a claim depends on the current status of the claim:

The claim is unsubmitted:

1. Mark the claim as Submitted, to prevent it showing up and error at Unsubmitted Reports

2. Zero out the charge on the claim, to remove the dollars from financial reports

3. Void the claim

4. Enter a comment for reason of void

The claim was submitted but is not paid:

1. Wait for 835/EOB

2. Post the 835/EOB when received at claims

3. Zero out the charge on the claim

4. Mark the claim for resubmission

5. Void the claim, to allow for tracking the void

6. Enter a Comment of Reason for VoidZero out the charge on the claim

The claim was paid:

1. Post the 835/EOB

2. Adjust the claim to Zero balance

3. Mark the claim for resubmission

4. Wait for 835/EOB to return with accepted adjustment

5. Post the 835/EOB at claims

6. Void the claim

Following the Status of your claim, find the steps you need below. Note, they don’t follow the required order. Locate the status of your claim, and follow the steps.

Zero the Charge

Editing the claim can be completed from the claims Search Advanced. Double click the claim to open it.

1. Click Edit

2. Change the Units value to zero, this will change the charge to $0.00

3. Click Save

Void the Claim

The action of voiding a claim can be completed from the claims Search Advanced.

1. Right click on the claim

2. Choose Void Claim from the menu

3. A warning will present, click OK to continue with the void

Multiple claims can be voided at the same time by holding down the Shift key (for continuous multiple claims) or the Ctrl key (to select random claims) while clicking on the claims to be voided. Then right click on the highlighted area and click Void.

Mark Claim as Submitted

The action of marking a claim as Submitted can be completed from the claims Search Advanced.

The reason of marking the claim as Submitted (Y) it’s to prevent the claim to

1. Right click on the claim

2. Choose Set Resubmit Flag from the menu

3. A “Y” will be placed in the Billed column, noting the claim is marked as submitted

Multiple claims can be selected at the same time by holding down the Shift key (for continuous multiple claims) or the Ctrl key (to select random claims), while clicking on the claims to be marked for resubmission. Then right click on the highlighted area.

Mark Claim for Resubmission

The action of marking a claim as Resubmitted can be completed from the claims Search Advanced.

1. Right click on the claim

2. Choose Set Resubmit Flag from the menu

3. An “X” will be placed in the Billed column, noting the claim is marked for resubmission