Resubmit a Paid Claim that is in the Paid/Processed Tab

Permissions: You must have Billing Permissions.

To resubmit a claim that has an insurance payment that came from an ERA and is in the Paid/Processed tab you will need to undo the ERA processing and then mark the claim Rejected/Denied.

Jump to: [Undo ERA Processing]  [Mark the Claim Rejected/Denied]

Undo ERA Processing

To undo the ERA processing:

1. Un-apply the insurance payment from the invoice details. Un-applying the payment from the invoice will move the payment from the invoice details to the Unapplied payments Credits + Refunds section of the ledger.
2. From the Unapplied payments Credits & Refunds section of the Ledger you will need to delete the payment. 
3. Navigate to Paid/Processed tab, find the claim.
4. Select Actions, Undo ERA & Claim Processing.
   

NOTE: If this button is greyed out this is because the payment from the insurance on this ERA was not unapplied and deleted from the client ledger.

Mark the Claim Rejected/Denied

1. The claim/ERA will then move to the ERA Received tab > scroll to the right click Actions, and choose Mark Claim as Rejected
   
2. This will move the claim to the Rejected/Denied tab, but leave the ERA in the ERA Received tab (after you resubmit your claim you can mark this ERA as processed).
3. From the Rejected/Denied tab resubmit the claim as usual.

NOTE: You can copy the Original Reference Number (Claim Number) before going to your Rejected/Denied tab so that you can paste this into the "Original Reference Number" field when resubmitting your corrected claim.