How to Edit and Resubmit a Claim
The following process will reopen the claim and allow you to resubmit with the edits you have made. This is most common with claim rejections. Read on to learn this process.
Depending on the kind of corrections you need to fix, there are a few places you may need to review.
Here are a few examples of things that may need to be edited and then resubmitted:
- Changing a clients insurance company
- Correcting an ID # (edit the client specific insurance on their profile)
- Incorrect demographics from the client profile, like name or DOB (edit via the profile)
- Updating system wide insurance details, like an NPI or taxonomy code
After your corrections are made, here's how you unlock your claim to resubmit:
Step 1:
- Go to the client profile and click on Billing (top tab)
- Click on the CPT Code description
Step 2:
Then click on Claim (top tab).
Step 3:
Select (top right):
Enter a memo for why you're unlocking the claim, then click
Next, click , then at the top right.
Your claim has now been resubmitted! 🎉