Delete Claim - PM

Payments made against any service contained in a deleted claim are untouched and remain in the client’s payment history. If a claim with posted payments is deleted, the original charge appears on the client’s bill if those services are re-claimed.

If multiple claims are selected, claims associated with claims that have been re-billed will not be deleted.

While it is recommended a claim be deleted before any payment is posted against it, a claim can be deleted at any time.

Prerequisites:

• A claim can only be deleted if:

  • A client is associated with a guarantor and date of claim.
  • A client and episode are associated with a guarantor and date of claim.
  • The claim is part of an interim billing batch.

• If the claim is associated to claims that have been re-billed (Electronic Re-Billing Service Assignment form), the claim must be deleted.

• Once the re-billed claim is deleted, the original claim can be deleted. 

• For Quick Billing batches:

  • A client must have been included in a quick billing batch.

  • Services for the client must be closed.

  • A claim must be generated.

1. Go to: Avatar PM > System Maintenance > Client Maintenance

2. In the Date Of Claim field, enter the claim date. This date matches the 'Date Of Claim' field in billing forms.

3. In the Delete Claim By field:

• Select All Clients to delete all claims associated with a guarantor and the claim date

• Select Individual Client to delete claims for a client (specified in the Client ID field).

• Select Interim Batch to delete claims associated with an interim batch (specified in the Interim Batch Number drop-down).

• Select Quick Billing Batch Number to delete claims from a Quick Billing Batch (specified in the Quick Billing Batch Number drop-down).

• Select 837 File to delete claims associated with an 837 Billing File.

3. In the Guarantor field, enter the guarantor name, select a value from the Results list. A guarantor is only required for the All Clients or Individual Client options.

4. If deleting a claim from a Quick Billing Batch, specify the 'Quick Billing Batch Number' from the drop-down.

5. If deleting claims from an Interim Batch or an 837 File, select the appropriate entry from the 'Interim Batch Number/837 File' drop-down. Interim billing batches are created in the Create Interim Billing Batch File form.

6. If deleting claims for an individual client, enter the client name/ID in the Client ID field and click Process Search to locate the client. Click Ok to select the client. This will not include 837 files with no current claims on file.

7. In the Episode field, select the appropriate client episode.

8. The 'Default All Or None' field controls how claims are selected in the Delete Claim(s) screen. Choose All to select all claims in the Delete Claim(s) screen; choose None to have no claims selected in the Delete Claim(s) screen.

9. Click 'Select Claim to Delete' to display the Delete Claim(s) screen. Click the claims to be deleted, then click Ok.

10. Click Submit.

► Registry Settings

• Allow Opening Charges In 'Delete Claim' Option