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kevincurleydds
Canine II

Removing an Insurance Payment - Un-clear Claim

I am new, and having to clean-up some issues leftover from the last office manager. She cleared an insurance claim that was denied because it was submitted to the wrong insurance, and just tried to bill the patient. PracticeWorks is telling me I need to remove the insurance payment (of $0.00) in order to 'un-clear' the claim if I want to resubmit to the proper insurance company. How do I do this? Thanks!

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sonyap
First Molar I

Is it telling you that it is part of a bulk payment?  If not, just find the $0 pmt or "clearing" of the claim (easiest way is to right click on one of the services, "view/resubmit primary claim" then "view transactions" and you will be able to see when the $0 pay or clearing was posted.  Then go to that line on the ledger, right click, correct entry, remove entry.

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Thanks for your reply! The entry is older than 90 days so it is telling me I cannot remove it, unfortunately. Sorry I should have specified that. Any way to get around that? Thanks again!
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You will have to temporarily change the # of days that you can go back first.  After you have completed the correction, then put it back to whatever your "standard" is.

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