How do I Reverse a Claim?
To answer this question we'll use the following scenario: A patient has both medical and vision insurance on file. Both the exam and the refraction should have been submitted to the vision insurance; however, the exam was submitted to a medical insurance and they paid the the claim. The medical claim now needs to be reversed and refiled for with the vision insurance.
1. Click Claims tab > Click Tracking > use the search fields to find the invoice or claim #
- The paid claim will be listed as Closed and Processed.
- Click the Action button you want to reverse
2. Select Recreate Claim > Create Voided Claim
3. A new claim is created. Click the new claim # to open.
Notice the original claim displays the new claim under the Recreated Claim column
4. The Claim Summary will open. Scroll to Box 22 and verify the Resubmission Code is an 8
A resubmission code of 8 identifies the claim as a reversed claim or retraction.
5. Click Submit > Select Electronically
6. The claim is now submitted to the insurance.
